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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2016
- Office Locations
- 1
Office Locations
About Sicart Associates, LLC
Sicart Associates is a New York-based investment adviser focused on serving families with attentive, long-term guidance that blends hands-on wealth advice with real-world active investing. The firm primarily implements portfolios using ETFs and maintains custody with Pershing. Its team publishes regular investor commentary and an anniversary letter, offering a clear window into process and market views.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
YIBO (NMN) HUANG
Chief Compliance Officer, Partner, President
- CRD
- #4979034
- Ownership
- Less than 5%
PATSY P JAGANATH
CHIEF OPERATING OFFICER, Partner, TREASURER
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $455,384,758 | $2,199,926 |
| Non-Discretionary | $0 | -- |
| Total | $455,384,758 | $2,199,926 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | 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 |
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