Siharum Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$607,229,927
Clients
90
Advisors
2
of 9 employees
About
Siharum Advisors, LLC provides discretionary investment management and investment consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and charitable organizations. Client relationships are typically tailored by portfolio size — consulting engagements are generally for portfolios above $20 million and discretionary management for portfolios generally above $2.5 million — and the firm reported $687,464,747 in assets under advisement as of December 31, 2025.
The firm operates an open‑architecture, manager‑of‑managers framework that identifies third‑party investment managers and combines actively managed and index‑based products to construct diversified, customized portfolios. Siharum’s process relies on quantitative screening and qualitative due diligence (including on‑site visits) and the firm generally avoids recommending direct purchases of individual securities, redeploying legacy positions into its selected manager products.
Siharum highlights and distributes investment performance in its client reporting and firm materials — a practice the brochure describes and that is less common among similar team firms. The brochure also emphasizes a concierge client service model with customized quarterly performance reports and annual reviews, detailed third‑party manager due diligence, and the occasional provision of trustee services for client‑affiliated trusts.
Client services
Expertise
Fee options
Investment consulting fees tiered as follows: First $25,000,000 at 0.50%, next $25,000,000 at 0.40%, next $50,000,000 at 0.30%, over $100,000,000 negotiable; fees may include fixed fee arrangements subject to negotiation.
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.90% annually $10,000,001 - $20,000,000: 0.75% annually $20,000,001+: 0.50% annually
Account minimum: $2,500,000 for discretionary investment management; $20,000,000 for investment consulting (both minimums are negotiable and may be waived)
Main office
10 High Street, Suite 302
Boston MA 02110
Advisors at this office
2
Most active in
California · Connecticut · Delaware · Florida · Kentucky · Maine · Massachusetts · New Hampshire · New Jersey · New York · Oregon · Pennsylvania · Rhode Island · South Carolina · Texas
Also doing business as
Name 214 · Siharum Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Balamurugan C
CFA®, Series 65
Boston, MA
Siharum Advisors, LLC
Balamurugan Cumaresan is a CFA® charterholder and holds a Series 65 license, with 22 years of industry experience. He has been with Siharum Advisors, LLC since 2008. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining actively managed and index-based products to create diversified, customized portfolios.
Paul M
CFA®, Series 63
Boston, MA
Siharum Advisors, LLC
Paul Matherwiez is a CFA® charterholder with 19 years of experience in the financial industry. He has been with Siharum Advisors, LLC since 2013, where he works as part of a two-advisor team. Siharum Advisors provides discretionary investment management and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an open-architecture, manager-of-managers approach, combining active and index-based strategies through third-party managers to build diversified portfolios tailored to client needs.
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