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SISUNG INVESTMENT MANAGEMENT SERVICES LLC
CRD 107318File 801-49929
APPROVED
Disclosure events
Filing as of Aug 24, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 13 | $1.94B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 12 | 13 | increased by1 |
| Apr 1, 2026 | AUM | $1,953,375,257 | $1,943,099,882 | decreased by$10,275,375 |
| Apr 1, 2026 | Accounts | 12 | 13 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,597,603,745 | $1,953,375,257 | increased by$355,771,512 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 12 | decreased by1 |
| Jun 1, 2022 | AUM | $1,638,019,700 | $1,597,603,745 | decreased by$40,415,955 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SISUNG INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SISUNG INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.