S
Sylamore Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,700,000
Total clients
80
55% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
80
Average account size
$1,021,250
About
Sylamore Investments provides fee-only, discretionary investment management to individuals (including high-net-worth), as well as trusts, estates, charitable organizations, foundations, endowments, corporations and small businesses. The firm reports managing approximately $81.7 million in client assets across roughly 80 client relationships.
The investment process emphasizes fundamental analysis and a long-term total-return perspective (five-plus years), with an aim toward low portfolio turnover and tax efficiency while coordinating with clients’ tax professionals. Accounts are monitored regularly, clients receive quarterly performance reporting and periodic reviews, and the adviser has discretionary authority to implement trades consistent with each client’s objectives.
The firm’s principal serves as chief compliance officer and is a CFA charterholder; the brochure discloses that the adviser and supervised persons may own the same securities as clients and maintain written personal-trading and block-trade procedures to address potential conflicts. Sylamore recommends Charles Schwab for custody and describes access to Schwab Advisor Services’ institutional tools, and the firm does not accept proxy-voting authority for client accounts.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $1,000,000: 0.75% $1,000,000+: 0.50%
Account minimum: $200,000 (may be negotiable based upon certain circumstances) Fee-only: Fee-only, discretionary investment management services based on assets under management.
Main office location
Sylamore Investments LLC
107 West Washington St
Mountain View AR 72560, United States
Number of offices
2
Most active in
Sylamore Investments LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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