$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
13 yrs Firm Age
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- Custodian
- Deutsche Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-10-2013
- Office Locations
- 1
Office Locations
-- Katonah NY
About Sirmium Capital, LLC
Sirmium Capital, LLC is a New York-based RIA led by value-investing specialist William Harrison. The firm provides value-focused portfolio management plus financial and estate planning, with tax-aware risk management and regular reviews. It has specialized expertise serving 9/11 families and USVSST fund beneficiaries, including coordination around VCF awards and WTC health-related planning, delivered as a fee-only fiduciary.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$107.0K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM DAVID HARRISON
COMPLIANCE OFFICER
- CRD
- #5943509
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,525,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,525,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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