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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2008
- Office Locations
- 1
Office Locations
About Siharum Advisors, LLC
Siharum Advisors, LLC is a Boston-based RIA providing investment management and advice for fiduciaries, serving retail and institutional clients. The firm builds portfolios using public funds and ETFs with an emphasis on asset allocation and fixed income, and may incorporate alternatives and socially responsible strategies. Custody is primarily at Schwab and Fidelity/NFS, and clients are provided tools to evaluate the firm on an ongoing basis.
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Owner & Executives
BALAMURUGAN CUMARESAN
Chief Executive Officer, President
- CRD
- #4034599
- Ownership
- 50% but less than 75%
NAINOOR CHANDRES THAKORE
Chief Investment Officer, Founder, Limited Partner
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,495,256 | $1,754,165 |
| Non-Discretionary | $162,969,491 | $3,017,954 |
| Total | $687,464,747 | $1,947,492 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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