$175.0M Total AUM
$175.0M Disc. AUM
10.4% 3Y CAGR
5 Employees
150 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-04-2010
- Office Locations
- 1
Office Locations
125 High St., Suite 1802 Boston MA
About Sippican Capital Advisors
Sippican Capital Advisors is an independently owned Boston-based RIA providing personal, active, fiduciary investment management focused on preserving clients’ long-term purchasing power. The firm serves individuals and families as well as trusts, foundations, and endowments, emphasizing a close client–portfolio manager relationship. Portfolios are built primarily with ETFs, with custody at Fidelity/NFS.
Team overview
-- AVG AGE
$43.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
GORDON CHESTER BARRETT
Chief Compliance Officer, Investment Associate, President
- CRD
- #1801234
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
CHAPIN POTTER MECHEM
Portfolio Manager
- CRD
- #4455764
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,000,000 | $1,166,667 |
| Non-Discretionary | $0 | -- |
| Total | $175,000,000 | $1,166,667 |
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 U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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