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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

SINECERA CAPITAL, LLC

CRD 298872

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2fd18c44-5a04-c861-7f2e-65151f1cc54b

Data as of May 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: May 31, 2019 to May 29, 2024
11 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $125MItem 5.F on the latest filing (2024-05-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $111M
Private client RAUM: $125MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 120
High net worth clients: 19
Custody, client assets: $33.3M
SEC number: 801-123377
CRD: 298872
Filings on the tape: 11
First filed: May 31, 2019
Latest filed: May 29, 2024
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KAYLAKIE, KEVIN, A	Cco	D	yes	05/2019	May 31, 2019	May 29, 2024
ANTHEM HOLDINGS INC	Member	B	no	05/2019	May 31, 2019	May 29, 2024
ATLAS ROYALTY, LLC	Member	A	no	05/2019	May 31, 2019	May 29, 2024
KAINON LAND & MINERALS, LLC	Member	A	no	05/2019	May 31, 2019	May 29, 2024
PACKER, ADAM, JUSTIN	Member	Na	no	03/2021	Feb 2, 2022	May 29, 2024
SULLIVAN, CONNEE, BERCKART	Member	Na	no	03/2021	Feb 2, 2022	May 29, 2024
WHITE STONE ASSOCIATES, LLC	Member	A	no	05/2019	Nov 25, 2019	May 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 30, 2024	$125M	$111M	6	6	0	n/a	n/a
2022	Mar 22, 2023	$110M	$105M	4	3	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$125M	$110M	12.8%	n/a	n/a	6	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PRIME CAPITAL FINANCIAL	2	Mar 27, 2025	Mar 3, 2025	AUSTIN, TX	Team lift out	RIA to RIA	100.0%

Relationships

Owns (6)

← SULLIVAN, CONNEE, BERCKARTOwnerMEMBER, ownership code NA, individual
Feb 2, 2022 to presentfactForm ADV
← PACKER, ADAM, JUSTINOwnerMEMBER, ownership code NA, individual
Feb 2, 2022 to presentfactForm ADV
← ANTHEM HOLDINGS INCOwnerMEMBER, ownership code B, domestic entity
May 31, 2019 to presentfactForm ADV
← ATLAS ROYALTY, LLCOwnerMEMBER, ownership code A, domestic entity
May 31, 2019 to presentfactForm ADV
← KAINON LAND & MINERALS, LLCOwnerMEMBER, ownership code A, domestic entity
May 31, 2019 to presentfactForm ADV
← WHITE STONE ASSOCIATES, LLCOwnerMEMBER, ownership code A, domestic entity
Nov 25, 2019 to presentfactForm ADV

Controls (1)

← KAYLAKIE, KEVIN, AOwnerCCO, ownership code D, individual
May 31, 2019 to presentfactForm ADV

Registered with (2)

← CONNEE BERCKART SULLIVANAdvisorregistration: previous registration
Oct 2, 2020 to Mar 27, 2025factForm ADV
← KEVIN Andrew KAYLAKIEAdvisorregistration: previous registration
Jun 28, 2019 to Mar 27, 2025factForm ADV

Moved with (1)

→ PRIME CAPITAL FINANCIALRegistered adviser2 advisors, team lift out, same day
Mar 27, 2025 to Mar 3, 2025factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Sinecera Capital, Llc no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $124.6M)
Form ADVobserved 5 days ago
$125M
Occurred
Mar 27, 2025
Team lift-out
2 advisors left Sinecera Capital, LLC (Austin, TX) for Prime Capital Financial on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Mar 27, 2025
Advisor changed firm
Connee Berckart Sullivan left Sinecera Capital, Llc for Prime Capital Financial (registered 2025-02-28)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2025
Advisor changed firm
Kevin Andrew Kaylakie left Sinecera Capital, Llc for Prime Capital Financial (registered 2025-03-03)
Form ADVobserved 5 days ago
Occurred
May 31, 2019
First Form ADV filing
Sinecera Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fd18c44-5a04-c861-7f2e-65151f1cc54b
First observed: May 31, 2019
Last observed: May 29, 2024 28 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SINECERA CAPITAL, LLC

CRD 298872

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2fd18c44-5a04-c861-7f2e-65151f1cc54b

Data as of May 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KAYLAKIE, KEVIN, A

Cco

yes

05/2019

May 31, 2019

May 29, 2024

ANTHEM HOLDINGS INC

Member

05/2019

May 31, 2019

May 29, 2024

ATLAS ROYALTY, LLC

Member

05/2019

May 31, 2019

May 29, 2024

KAINON LAND & MINERALS, LLC

Member

05/2019

May 31, 2019

May 29, 2024

PACKER, ADAM, JUSTIN

Member

03/2021

Feb 2, 2022

May 29, 2024

SULLIVAN, CONNEE, BERCKART

Member

03/2021

Feb 2, 2022

May 29, 2024

WHITE STONE ASSOCIATES, LLC

Member

05/2019

Nov 25, 2019

May 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 30, 2024

$125M

$111M

n/a

2022

Mar 22, 2023

$110M

$105M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$125M

$110M

12.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PRIME CAPITAL FINANCIAL

Mar 27, 2025

Mar 3, 2025

AUSTIN, TX

Team lift out

RIA to RIA

100.0%