A complete list of active advisors currently associated with Sippican Capital Advisors

Warmer can help you find a great advisor at Sippican Capital Advisors or one who fits your needs even better.

Sippican Capital Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals and similar private clients, using the percentage-of-AUM fee model common among firms in this segment. Its Form ADV indicates it manages approximately $175 million on behalf of roughly 150 client relationships and provides ongoing account oversight and related advisory services. The firm's brochure describes its methods of analysis and investment strategies (Item 8) and outlines regular account reviews and monitoring procedures (Item 13), reflecting a portfolio-construction approach tied to individual client objectives and risk tolerance. Operational policies addressing custody, trading practices, and ethical standards are documented in the ADV (Items 11–15), indicating established controls for managing client accounts. A statistically uncommon feature is that Sippican does not serve individual clients who are not high-net-worth, concentrating its business on wealthier households rather than a broader retail base. The resulting client mix and asset concentration—about $1.2 million in assets per client on average—distinguish the firm from peers that serve a wider range of individual investors.

To learn more about the advisors currently working at Sippican Capital Advisors, 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
Gordon Barrett	Boston, MA	18
Chapin Mechem	Boston, MA	17

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