Sisung Investment Management Services LLC
Firm details
- Headquarters
- Metairie, Louisiana
- CRD number
- 107318
- Registered since
- August 18, 1995
- Website
- www.sisung.com
- Fee structure
- Percentage of AUM
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sisung Investment Management Services LLC is a limited liability company registered with the SEC since 1995 and operates as an institutional registered investment adviser. The firm charges fees as a percentage of assets under management and is not positioned as a capital allocator; its client base is institutional. Advisory services include portfolio management for both individuals and small businesses as well as for businesses and institutional clients. Investment activity is skewed toward fixed-income strategies, with a strong emphasis on municipal and other debt instruments. The firm is not identified as an active ESG investor and is not a multi-state adviser. Ownership is listed as a combination of a domestic entity and individual ownership. In addition to advisory work, Sisung maintains relationships across the financial services ecosystem, including broker‑dealer activity, registration as a municipal advisor, operations tied to an insurance company and a real estate broker, and sponsorship roles for limited partnerships (excluding pooled investment vehicles).
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds47%
- US Government Bonds46%
- Cash & Cash Equivalents7%
Contacts
3 of 6
Michael Weinstein
Vice PresidentCRD 5838200

John Chapman
Vice PresidentCRD 6604469

Lawrence Sisung
Board Chair Investment BankCRD 1790087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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