Sycamore Investment Consulting Services, LLC
Sycamore Investment Consulting Services, LLC is an SEC-registered ria in Madison, WI with $159.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Sycamore Investment Consulting Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125081, SEC 801-134876, data through 2025-12-15.
- AUM (assets under management / regulatory AUM)
- $159.6M (2025-12-15)
- Firm type
- Ria
- Location
- Madison, WI
- Employees
- 2
- Clients
- 42
- CRD
- 125081
- Ownership
- RADEMACHER, GREGORY, SCOTT; BUGG, CHRISTOPHER; DEAN, DONNIE, WILLIAM; MCLELLAN, JODIE, ANNETTE
How much AUM does Sycamore Investment Consulting Services, LLC have?
Sycamore Investment Consulting Services, LLC reported $159.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-15).
Who owns Sycamore Investment Consulting Services, LLC?
Disclosed owners and executives of Sycamore Investment Consulting Services, LLC include RADEMACHER, GREGORY, SCOTT, BUGG, CHRISTOPHER, DEAN, DONNIE, WILLIAM, MCLELLAN, JODIE, ANNETTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.