AdFi
SI

Sidus Investment Management, LLC

SEC Registered

Trade in Technology and Telecommunications

New York, NYhttps://sidusfunds.com212-751-6644
Assets Under Management
Under $100M
Year Founded
2000
Employees
4
Office Locations
1 office
Total Accounts
4

About the firm

SIDUS Investment Management LLC specializes in value investing and managing private hedge funds, with over 70 years of combined experience in value investing and in-depth sector and industry expertise. Since their inception in 2000, they have demonstrated agility across diverse markets and varying business cycles, employing deep fundamental analysis and a contrarian perspective.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Value InvestingPrivate Hedge FundsLong/short EquitySmall-cap StocksMid-cap StocksTechnologyMediaTelecommunicationsFundamental AnalysisContrarian Investing

Services

Value investing and managing private hedge funds, with a flagship Long/Short Equity strategy focusing on small- and mid-cap stocks in dynamic sectors such as technology, media, and telecommunications. Employs deep fundamental analysis to take a contrarian perspective.

Private funds / alternatives
Hedge

Who they serve

High-net-worth individuals and businesses nationwide across the United States.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans4$55M

Leadership

Michael Joseph Barone
MANAGING MEMBER (SIDUS INVESTMENT MANAGEMENT, LLC)
Paul Carroll Hackett
MANAGING MEMBER (SIDUS IV CAPITAL MANAGEMENT, LLC)
Michael Joseph Barone
MANAGING MEMBER (SIDUS IV CAPITAL MANAGEMENT, LLC)
Mark Charles Schalles
CHIEF COMPLIANCE OFFICER (SIDUS INVESTMENT MANAGEMENT, LLC AND SIDUS IV CAPITAL MANAGEMENT, LLC)

Office locations

1 office in 1 state
NY
New YorkHQ

Regulatory & compliance

CRD number
#160406
SEC Number
801-73584
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $1,000,000 (waivable)

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sidus Investment Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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