Sicart Associates LLC

Overview

Sicart Associates LLC is a New York-based private investment firm specializing in diversified investment strategies for high-net-worth individuals and institutions. The firm offers comprehensive wealth management services, including portfolio management, financial planning, and investment advisory services. Sicart Associates focuses on a global contrarian value investment strategy, aiming for capital preservation and growth through long-term investments in global equity and equity-related securities. The firm's investment team employs fundamental research and quantitative tools to make informed investment decisions. Sicart Associates also provides trustee services, analyzes illiquid securities, and assists clients in evaluating potential investment opportunities. Clients are required to enter into a written agreement with Sicart Associates, with compensation for investment management services based on a negotiable fee scale up to an annual rate of 2.0% of assets under management. The firm generally recommends utilizing a Recommended Custodian for brokerage, custodial, and clearing services, providing benefits such as technology support and trade aggregation. Sicart Associates has adopted a Code of Ethics and procedures to minimize conflicts of interest related to personal trading and client transactions. The firm reviews client accounts regularly and votes proxies on behalf of clients when authorized. Sicart Associates has no reportable legal or disciplinary events and has no financial commitments impairing its ability to meet client commitments. As of December 31, 2024, Sicart Associates managed approximately $380.3 million in discretionary assets under management across 213 accounts. The firm operates in the State of New York and is registered with the Securities and Exchange Commission (SEC).

Investment Focus

• High-net-worth individuals
• Institutions
• Family offices
• Pooled investment vehicles
• Trusts
• Foundations
• Private investment vehicles

Portfolio Companies