A complete list of active advisors currently associated with Sicart Associates, LLC
Warmer can help you find a great advisor at Sicart Associates, LLC or one who fits your needs even better.
Sicart Associates provides discretionary investment advisory services to individuals, families, trusts, foundations and a private investment vehicle, and offers family‑centric wealth management and multi‑family office services such as estate and multigenerational planning, tax planning assistance, trustee administration and coordination of outside professionals. The firm manages separately managed accounts, advises pooled vehicles, and will analyze non‑standard or illiquid opportunities at a client’s request. The firm follows a global contrarian value, bottom‑up investment approach with a long‑term, buy‑and‑hold orientation, typically building portfolios of roughly 20–60 positions based on fundamental research and supported by quantitative tools. Portfolio implementation is often gradual — new accounts may hold elevated cash levels and can take up to one to two years to be fully aligned with the adviser’s strategy — and investment decisions are centralized within a very small investment team/committee. Compared with peers, Sicart is notable for managing a relatively large amount of assets with a compact advisory structure: the brochure reports approximately $445 million in discretionary AUM while the investment committee and portfolio decision‑making remain concentrated in a single portfolio manager, and the firm provides trustee services that result in custody of roughly $152 million. The adviser also sponsors and serves as general partner to a private pooled fund focused on long‑only public equities and maintains an affiliate that provides administrative services for clients residing outside the U.S., indicating an uncommon combination of private‑fund activity and a meaningful non‑U.S. client presence for a firm of its size.
To learn more about the advisors currently working at Sicart Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 18
|
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