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SI

Sisung Investment Management Services LLC

SEC Registered

Offering advisory services to organizations and high net worth individuals throughout the United States

Metairie, LAhttps://sisunginvestments.com504-544-7700
Assets Under Management
$1B–$5B
Employees
7
Office Locations
1 office
Total Accounts
13

About the firm

Sisung Investment Management Services, LLC (SIMS) is an investment advisory company registered with the U.S. Securities and Exchange Commission. In total, SIMS has managed over $2 billion in assets. SIMS maintains an active investment committee that collectively brings over a hundred years of financial experience in business, economics, finance, investments, and tax law.

Firm Focus

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

High Net WorthPension/Profit Sharing

Areas of expertise

Asset ManagementFixed IncomeEquity InvestmentsInvestment AdvisoryHigh Net Worth IndividualsInstitutional ClientsTax LawEconomics

Services

Asset management services, including full-time asset managers and an active investment committee. SIMS supplements its services by retaining sub-advisors that specialize in select types of fixed income and equity investments.

Who they serve

Corporations, public institutions, and high net worth individuals throughout the United States.

Leadership

Lawrence John Sisung
CEO / CCO
Richard Louis Solares
SR. VP / COO
R. L. Sisung Company
R.L. SISUNG IS 51% BENEFICIAL OWNER
L. J. Sisung Company
L. J. SISUNG IS 49% BENEFICIAL OWNER

Office locations

1 office in 1 state
LA
MetairieHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#107318
SEC Number
801-49929
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM
Asset tierAnnual rate
Strategic Cash Management - First $50M0.25%
Strategic Cash Management - Next $25M0.20%
Strategic Cash Management - Balance over $75M0.15%
Fixed Income Management - First $25M0.50%
Fixed Income Management - Balance over $25M0.35%
Equity Management - First $25M1.00%
Equity Management - Next $25M0.80%
Equity Management - Next $50M0.70%
Equity Management - Balance over $100M0.60%

Data as of March 19, 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. Sisung Investment Management Services 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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