Sir Capital Management L.P.
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 10
- Avg AUM / client
- $213M
- Accounts
- 10
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $2.0B | 96.2% |
| Other investment advisers | 1 | $81.4M | 3.83% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Standard Investment Research Hedged Equity Master Fund, Ltd master | Hedge Fund | Cayman Islands | $2.5B | 48 |
| Standard Investment Research Energy Opportunities Master Fund Ltd master | Hedge Fund | Cayman Islands | $184M | 12 |
| Standard Investment Research Energy Transition Master Fund, L.P. master | Hedge Fund | Cayman Islands | $66.8M | 12 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brennan, Shawn, Michael | Portfolio Manager | Jul 2007 (19y) | 25% – 50% | |
| Maddi, Vincent, Stephen | Portfolio Manager | Jul 2007 (19y) | 25% – 50% | |
| Elias, Mirco, Ronald | Chief Financial Officer | Jan 2008 (19y) | Less than 5% | |
| Fooshee, Benjamin, Dean | Chief Operating Officer And Chief Compliance Officer | Jan 2008 (19y) | 5% – 10% | |
| Pipa, Eric, A | Portfolio Manager | Jan 2012 (15y) | 10% – 25% | |
| Aleksinas, Matthew, John | Portfolio Manager | Jan 2016 (11y) | 5% – 10% | |
| Siano, Joseph | Portfolio Manager | Feb 2019 (8y) | 5% – 10% | |
| Szep, Gregory, J | Portfolio Manager | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brennan Family 2017 Trust | Limited Partner | Jan 2018 | A | 5% – 10% |
| Sir Management Gp Llc | General Partner | Jul 2007 | A | Less than 5% |
Undisclosed: 0% – 20% 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.
Private funds (3, $2.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Standard Investment Research Hedged Equity Master Fund, Ltd | Hedge Fund | $2.5B | $5.0M | 48 |
| Standard Investment Research Energy Opportunities Master Fund Ltd | Hedge Fund | $184M | $1.0M | 12 |
| Standard Investment Research Energy Transition Master Fund, L.P. | Hedge Fund | $66.8M | $5.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.08 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Goldman Sachs $37.1M (2% of AUM) Mar 2026
- Morgan Stanley $21.2M (1% of AUM) Mar 2025
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗