SINCERUS ADVISORY, LLC

SINCERUS ADVISORY, LLC is an SEC-registered investment adviser (CRD 300559). Regulatory assets under management: $222.0M.

Registration

• CRD: 300559
• SEC file number: 801-119083
• Type: Registered investment adviser
• Phone: (212) 203-7376
• Latest filing: 2026-03-09
• Regulatory AUM: $222.0M
• Discretionary AUM: $203.8M
• Non-discretionary AUM: $18.2M
• Clients: 4
• Accounts: 582

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search