Investment adviser · CRD 155188
SIPPICAN CAPITAL ADVISORS
Investment adviser filing (IA)
SIPPICAN CAPITAL ADVISORS LLC
BOSTON, MA, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $175M Form ADV · Item 5.F
- Client accounts
- 150 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 150 | $137,500,000 | 78.6% |
| Charities | Fewer than 5 | $37,500,000 | 21.4% |
Filing source
Form ADV 2073744 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
125 HIGH ST., SUITE 1802BOSTON, MA, 02110-2704, United States
CRD 155188
Filing source
Form ADV 2073744 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.