SICART ASSOCIATES, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $455.4M |
| Discretionary | $455.4M100% of AUM |
| Client Accounts | 207 |
| Avg Account Size | $2.2M |
| Employees | 3 |
| Peak AUM | $551.6MFeb 2021 |
| AUM CAGR | +3.0% /yrover 10 yrs · 24 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $455M | +19.7% | +2.7% | 3.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $455.4M |
| Discretionary | $455.4M |
| Employees | 3 |
| Client Accounts | 207 |
| Client Range | 0 |
Contact & Location
Address
145 E 57TH STREET
NEW YORK NY 10022
Phone
646-606-0290
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$455M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm