R
$227.1M Total AUM
$223.7M Disc. AUM
7.4% 3Y CAGR
1 Employees
15 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-15-2007
- Office Locations
- 1
Office Locations
1120 6TH Avenue, Suite 4044 NEW York NY
About RM Sincerbeaux Capital Management, Llc.
RM Sincerbeaux Capital Management, Llc. is a NEW York-based RIA. The firm has been operating for 18 years. Managing $227.1M in total assets under management, with 1 advisory representatives. They custody assets with Goldman Sachs.
Team overview
81 AVG AGE
$227.1M AVG AUM / ADVISOR
$15.1M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RICHARD MORLEY SINCERBEAUX SR.
Chief Compliance Officer, Managing Member, Owner
- CRD
- #425041
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $223,729,963 | $11,186,498 |
| Non-Discretionary | $3,337,926 | $1,112,642 |
| Total | $227,067,889 | $9,872,517 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing