SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Siharum Advisors, LLC
Boston, MA
CRD 147957
Firm filing updated March 9, 2026 ·
- $687.5MAssets
- 3Advisory staff
- 353Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals83
- Corporations or other businesses11
- Individuals7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 7 | $4.4 million |
| High net worth individuals | 83 | $602.8 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $11.8 million |
| Corporations or other businesses not listed above | 11 | $68.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "TRUSTEE SERVICES (IN RARE INSTANCES)"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "TRUSTEE SERVICES (IN RARE INSTANCES)"
Assets and accounts
- Regulatory assets$687.5 million
- Accounts353
- Discretionary$524.5 million · 299 accounts
- Non-discretionary$163.0 million · 54 accounts
People
- Employees9
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 147957, SEC file 801-69495.
- Registered with the SEC as an investment advisor (status date on record: August 21, 2008).
Is Siharum Advisors, LLC a fiduciary?
Short answer: Siharum Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.