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SIHARUM ADVISORS, LLC

CRD 147957File 801-69495
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$687.5M
Above cohort median (national)
Discretionary AUM
$524.5M
Non-discretionary $163.0M
Clients
101
353 accounts
Employees
9
Below cohort median in MA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Aug 21, 2008
Principal office
10 HIGH STREET, SUITE 302, BOSTON, MA, 02110
Phone
(617) 428-7500

Assets & accounts

ADV Item 5F
Total regulatory AUM
$687.5M
Discretionary AUM
$524.5M
Non-discretionary AUM
$163.0M
Discretionary accounts
299
Non-discretionary accounts
54
Total accounts
353
AUM per client
$6.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other11$68.4M
High net worth individuals83$602.8M
Pension and profit sharing plansFewer than 5$11.8M
Individuals (other than high net worth individuals)7$4.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

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.