SISUNG INVESTMENT MANAGEMENT SERVICES LLC

RIASEC RegisteredEst. 1995
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$149M
Accounts
13
Employees
7
Advisory reps
6

Firm details

Headquarters
METAIRIE, Louisiana
CRD number
107318
Registered since
August 18, 1995
Fee structure
Percentage of AUM
Client types
  • State / Municipal Government100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sisung Investment Management Services LLC is an SEC-registered limited liability company that has been advising clients since 1995. The firm charges a percentage-of-AUM advisory fee and describes its client base as institutional while also providing portfolio management for individuals, small businesses, and institutional/business accounts. Sisung is not an active ESG investor, is not registered as a multistate adviser, and does not act as a capital allocator to third-party managers. Ownership is reported as a combination of a domestic entity and an individual. The firm maintains several industry roles beyond pure investment advisory: it is affiliated as a broker-dealer and a registered municipal advisor, and it also lists relationships with an insurance company, a real estate broker, and as a sponsor of limited partnerships (excluding pooled investment vehicles). Those affiliations suggest operational capacity around municipal finance and private-transaction sponsorship in addition to its portfolio-management work.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: State & Local Bonds 47%, US Government Bonds 46%, Cash & Cash Equivalents 7%47%
  • State & Local Bonds47%
  • US Government Bonds46%
  • Cash & Cash Equivalents7%

Contacts

3 of 6
  • John Chapman

    Vice PresidentCRD 6604469

  • MICHAEL WEINSTEIN

    Vice PresidentCRD 5838200

  • RICHARD SOLARES

    Sr. V.P. BrokerCRD 2029652

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

METAIRIE, LA

JEFFERSON

Location

METAIRIE, LA

Headquartered in METAIRIE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
JEFFERSON
Address
3850 N Causeway Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth