SIPPICAN CAPITAL ADVISORS
  • SIPPICAN CAPITAL ADVISORS
  • SIPPICAN CAPITAL ADVISORS LLC

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 10/04/2010
ADV Location BOSTON, MA, United States
Contact Info 857 xxxxxxx
Websites
AUM* 175,000,000 22%
of that, discretionary 175,000,000 22%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 1,166,667 22%
% High Net Worth 97.40%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

175M 150M 125M 100M 75M 50M 25M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WOLF & COMPANY, P.C. Filing Date08/19/2025 Form ADV-E View Report
Accounting Firm Name WOLF & COMPANY, P.C. Filing Date01/02/2025 Form ADV-E View Report
Accounting Firm Name WOLF & COMPANY, P.C. Filing Date10/23/2023 Form ADV-E View Report

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Brochure Summary