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AdvisorCensus / Financial advisors / Massachusetts / Boston / Siharum Advisors, LLC

Siharum Advisors, LLC

Boston, MASEC-registered investment adviserCRD 147957

Filed as SIHARUM ADVISORS, LLC

Siharum Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 9, 2026.

18 years
registered since 2008
$687,464,747
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Siharum Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Siharum Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Siharum Advisors, LLC located?

Siharum Advisors, LLC's principal office is in Boston, MA, according to its Form ADV.

Is Siharum Advisors, LLC registered with the SEC or a state?

Siharum Advisors, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147957.

How much does Siharum Advisors, LLC manage?

Siharum Advisors, LLC reports $687,464,747 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (76% discretionary).

How have Siharum Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for Siharum Advisors, LLC: Regulatory assets under management: $721,212,595 in the October 2021 data and $687,464,747 in the October 2026 data, down 5%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Siharum Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (83); corporations or other businesses not listed above (11); individuals (other than high net worth individuals) (7).

Which custodians does Siharum Advisors, LLC use?

Siharum Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Fiduciary Trust Company and Franklin Templeton Financial Services Corp. as custodians holding 10% or more of its separately managed account assets.

Does Siharum Advisors, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147957

What changed in Siharum Advisors, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $589,886,040 to $687,464,747 (+17%). Registered or notice-filed in OR, RI, SC.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 9, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$687,464,747

$687,464,747 as of October 2026, filing dated March 9, 2026.

Discretionary: $524,495,256.Non-discretionary: $162,969,491.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 7 Assets $4,420,233 (1%)
High net worth individuals
Clients 83 Assets $602,809,694 (88%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $11,789,467 (2%)
Corporations or other businesses not listed above
Clients 11 Assets $68,445,353 (10%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2008 (18 years)
Employees
Total: 9. Performing investment advisory functions: 3.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
15 states or jurisdictions
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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$721M 2021 $543M 2022 $490M 2023 $561M 2024 $590M 2025 $687M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$687,464,7479March 9, 2026
October 2025$589,886,04010March 7, 2025
October 2024$560,561,1999August 26, 2024
October 2023$489,593,2178March 14, 2023
October 2022$543,101,3447March 14, 2022
October 2021$721,212,5959March 23, 2021

Regulatory assets under management: $721,212,595 in the October 2021 data and $687,464,747 in the October 2026 data, down 5%.

Total employees: 9 in October 2021 and 9 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $589,886,040 to $687,464,747 (+17%).
    • Registered or notice-filed in OR, RI, SC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
managerfirst.comsiharum.comsiharumadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Siharum Advisors, LLC (CRD 147957): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/siharum-advisors-llc-boston-ma-147957