Siharum Advisors, Llc
- Regulatory AUM
- $687M
- Discretionary
- $524M
- Clients
- 101
- Avg AUM / client
- $6.8M
- Accounts
- 353
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7 | $4.4M | 0.64% |
| High net worth individuals | 83 | $603M | 87.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $11.8M | 1.71% |
| Corporations and other businesses | 11 | $68.4M | 9.96% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Balamurugan Cumaresan | Board Member, President, Chief Executive Officer | CFA | Aug 2008 (18y) | 50% – 75% |
| Thakore, Nainoor, Chandresh | Non Executive Member | Aug 2008 (18y) | 10% – 25% | |
| Goldfarb, Edward, Robert | Non Executive Member | Dec 2008 (18y) | Less than 5% | |
| Paul Robert Matherwiez | Board Member | CFA | Sep 2013 (13y) | 5% – 10% |
| Muttulingam, Vaithehi | Board Member, Treasurer, Secretary | Jan 2014 (13y) | Less than 5% | |
| Thakore, Vasanti, Patel | Board Member | Jan 2014 (13y) | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $291M (42% of AUM) Mar 2026
- Fiduciary Trust Company $237M (35% of AUM) Mar 2026
- Charles Schwab & Co. $81.4M (12% of AUM) Mar 2026
- Fiduciary Trust Company International $63.3M (9% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗