Sidus Investment Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Sidus Investment Management, LLC
Overview
Sidus Investment Management, LLC operates as an advisory firm headquartered in New York, New York. It oversees $95.2 million in total assets across five customer accounts. The company has a small team, including 2 financial advisors. Sidus Investment Management, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, stocks and bonds.
Sidus Investment Management, LLC oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell judgments for the client's account are made by a portfolio manager without needing client approval. The advisory firm's average account size is $19.0 million. An average financial advisor at Sidus Investment Management, LLC manages about three client accounts, making it one of the most individualized financial advisor firms in the country.
The company's main office is located at 767 Third Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sidus Investment Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$95.2 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
5
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$19.0 million
Fee Structure
Financial advisory fees usually vary depending on which service is offered. Fees charged by the company may include the following fee structures: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its five clients, Sidus Investment Management, LLC's biggest client group by number of accounts is pooled investment vehicles. Around 20% of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Sidus Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.