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SISUNG INVESTMENT MANAGEMENT SERVICES LLC

CRD 107318File 801-49929
APPROVED
Disclosure events
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.94B
Top 25% of cohort (national)
Discretionary AUM
$1.94B
Non-discretionary $2.8M
Clients
13
13 accounts
Employees
7
Top 10% of cohort in LA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Aug 18, 1995
Principal office
3850 N. CAUSEWAY BLVD., SUITE 1930, METAIRIE, LA, 70002
Phone
504-544-7700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.94B
Discretionary AUM
$1.94B
Non-discretionary AUM
$2.8M
Discretionary accounts
11
Non-discretionary accounts
2
Total accounts
13
AUM per client
$149.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
State or municipal government entities13$1.94B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.