Sio Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 18, 2026, reports $1.3B in regulatory assets under management, 13 employees, 1 office, and 6 accounts.
Assets Under Management
$1.3B
Employees
13
Offices
1 office
Total Clients
6
Primary office
NEW YORK, NY
600 THIRD AVENUE, 2ND FLOOR, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 66.7% of total clients.
Top client categories% of clientsClients
1
Other Advisers
66.7%
4
2
Pooled Investment Vehicles
33.3%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 18, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts6
10Y AUM Change+$1.1B (+438.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee0:1
10Y Employee Change+3 (+30.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.