Firm profile

SICART ASSOCIATES, LLC

NEW YORK, NYCRD 285275Latest ADV April 7, 2026

Sicart Associates, 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 April 7, 2026, reports $455M in regulatory assets under management, 3 employees, and 207 accounts.

Assets Under Management
$455M
Employees
3
Offices
--
Total Clients
110
Primary office
NEW YORK, NY
145 E 57TH STREET, 5TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOYibo Huang
COOPatsy P. O. Jaganath

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 82.7% of total clients.
Top client categories% of clientsClients
1
HNWI
82.7%
91
2
Individuals
16.4%
18
3
Pooled Investment Vehicles
0.9%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$455Mas of April 7, 2026
Discretionary100.0%
$455M
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.

Total AUM$455M
Total Accounts207
10Y AUM Change+$95M (+26.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee37:1
10Y Employee Change-1 (-25.0%)

* 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.