# 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.

- CRD: 147957
- Filed as: SIHARUM ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147957
- AdvisorCensus page: https://advisorcensus.com/firm/siharum-advisors-llc-boston-ma-147957

## Quick answers

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- Fiduciary Trust Company
- Franklin Templeton Financial Services Corp.

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.

### Regulatory assets under management (Item 5.F)
- Total: $687,464,747
- Discretionary: $524,495,256
- Non-discretionary: $162,969,491

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,420,233 |
| High net worth individuals | 83 | $602,809,694 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $11,789,467 |
| Corporations or other businesses not listed above | 11 | $68,445,353 |

### 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DE, FL, KY, MA, ME, NH, NJ, NY, OR, PA, RI, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- managerfirst.com
- siharum.com
- siharumadvisors.com
- LinkedIn @SIHARUM-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $721,212,595 | 9 | March 23, 2021 |
| October 2022 | $543,101,344 | 7 | March 14, 2022 |
| October 2023 | $489,593,217 | 8 | March 14, 2023 |
| October 2024 | $560,561,199 | 9 | August 26, 2024 |
| October 2025 | $589,886,040 | 10 | March 7, 2025 |
| October 2026 | $687,464,747 | 9 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Siharum Advisors, LLC (CRD 147957): Form ADV filing data as of October 2026.