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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SIHARUM ADVISORS, LLC

CRD 147957

BOSTON, MA

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:f4f7833c-1133-c046-8a4d-9ac27e263dc3

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 4
On other graphs: 0
Observed: Mar 22, 2012 to Mar 9, 2026
26 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: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $687MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $524M
Private client RAUM: $607MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $344Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 353
Individual clients: 7
High net worth clients: 83
Custody, client assets: $5.1M
SEC number: 801-69495
CRD: 147957
Filings on the tape: 26
First filed: Mar 22, 2012
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, DE
Website: managerfirst.net (reserved)

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BALAMURUGAN CUMARESAN	Chartered Financial Analyst	BOSTON, MA	15	26	1	no
PAUL ROBERT MATHERWIEZ	Chartered Financial Analyst	BOSTON, MA	12	29	1	no

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
CUMARESAN, BALAMURUGAN	BOARD MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER	D	yes	08/2008	Mar 22, 2012	Aug 26, 2024
MATHERWIEZ, PAUL, ROBERT	BOARD MEMBER	A	yes	01/2014	Mar 27, 2014	Aug 26, 2024
MUTTULINGAM, VAITHEHI	BOARD MEMBER, TREASURER, SECRETARY	Na	yes	01/2014	Mar 27, 2014	Aug 26, 2024
THAKORE, VASANTI, PATEL	BOARD MEMBER	Na	yes	01/2014	Mar 27, 2014	Aug 26, 2024
GOLDFARB, EDWARD, ROBERT	NON-EXECUTIVE MEMBER	Na	no	12/2008	Mar 22, 2012	Aug 26, 2024
THAKORE, NAINOOR, CHANDRES	NON-EXECUTIVE MEMBER	B	no	08/2008	Mar 22, 2012	Aug 26, 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
2025	Mar 9, 2026	$687M	$524M	9	3	0	n/a	n/a
2024	Mar 7, 2025	$590M	$441M	10	3	0	n/a	n/a
2023	Mar 19, 2024	$561M	$410M	9	3	0	n/a	n/a
2022	Mar 14, 2023	$490M	$349M	8	3	0	n/a	n/a
2021	Mar 14, 2022	$543M	$384M	7	3	0	n/a	n/a
2020	Mar 23, 2021	$721M	$510M	9	3	0	n/a	n/a
2019	Mar 23, 2020	$556M	$351M	10	3	0	n/a	n/a
2018	Mar 26, 2019	$475M	$289M	9	4	0	n/a	n/a
2017	Mar 28, 2018	$588M	$352M	9	4	0	n/a	n/a
2016	Feb 23, 2017	$461M	$291M	9	4	n/a	n/a	n/a
2015	Mar 7, 2016	$420M	$265M	8	4	n/a	n/a	n/a
2014	Mar 12, 2015	$438M	$270M	7	4	n/a	n/a	n/a
2013	Mar 27, 2014	$412M	$225M	7	4	n/a	n/a	n/a
2012	Mar 20, 2013	$316M	$152M	5	3	n/a	n/a	n/a
2011	Mar 22, 2012	$226M	$99.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$687M	$590M	16.5%	$490M	12.0%	9	10	0	0

Relationships

Registered with (5)

← PAUL ROBERT MATHERWIEZAdvisorregistration: current employment
Sep 23, 2013 to presentfactForm ADV
← BALAMURUGAN CUMARESANAdvisorregistration: current employment
May 16, 2011 to presentfactForm ADV
← TODD CRAIG SILVERMANAdvisorregistration: previous registration
May 26, 2009 to Sep 17, 2018factForm ADV
← MICHAEL KEVIN MOONEYAdvisorregistration: previous registration
May 26, 2017 to Jun 19, 2018factForm ADV
← FREDERICK MARCUS WARBURGAdvisorregistration: previous registration
Mar 15, 2017 to Feb 27, 2018factForm ADV

Owns (2)

← GOLDFARB, EDWARD, ROBERTOwnerNON-EXECUTIVE MEMBER, ownership code NA, individual
Mar 22, 2012 to Aug 26, 2024factForm ADV
← THAKORE, NAINOOR, CHANDRESOwnerNON-EXECUTIVE MEMBER, ownership code B, individual
Mar 22, 2012 to Aug 26, 2024factForm ADV

Controls (4)

← MATHERWIEZ, PAUL, ROBERTOwnerBOARD MEMBER, ownership code A, individual
Mar 27, 2014 to Aug 26, 2024factForm ADV
← CUMARESAN, BALAMURUGANOwnerBOARD MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 22, 2012 to Aug 26, 2024factForm ADV
← MUTTULINGAM, VAITHEHIOwnerBOARD MEMBER, TREASURER, SECRETARY, ownership code NA, individual
Mar 27, 2014 to Aug 26, 2024factForm ADV
← THAKORE, VASANTI, PATELOwnerBOARD MEMBER, ownership code NA, individual
Mar 27, 2014 to Aug 26, 2024factForm ADV

Dated events

Occurred
Mar 14, 2022
Control person left
Johnson Stephen Miley (Chief Compliance Officer) no longer on Schedule A of Siharum Advisors, Llc (listed 2021-03-23, absent 2022-03-14)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2021
Regulatory AUM changed
Siharum Advisors, Llc reported RAUM $721.2M, up 30% from $555.8M (2020-06-25 to 2021-03-23)
Form ADVobserved 4 days ago
$165M
Occurred
Mar 23, 2020
Control person joined
Johnson Stephen Miley (Chief Compliance Officer) appeared on Schedule A of Siharum Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Mar 28, 2018
Regulatory AUM changed
Siharum Advisors, Llc reported RAUM $587.9M, up 27% from $461.3M (2017-02-23 to 2018-03-28)
Form ADVobserved 4 days ago
$127M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4f7833c-1133-c046-8a4d-9ac27e263dc3
First observed: Mar 22, 2012
Last observed: Mar 9, 2026 6 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.

SIHARUM ADVISORS, LLC

CRD 147957

BOSTON, MA

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:f4f7833c-1133-c046-8a4d-9ac27e263dc3

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BALAMURUGAN CUMARESAN

Chartered Financial Analyst

BOSTON, MA

PAUL ROBERT MATHERWIEZ

Chartered Financial Analyst

BOSTON, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CUMARESAN, BALAMURUGAN

BOARD MEMBER, PRESIDENT, CHIEF EXECUTIVE OFFICER

yes

08/2008

Mar 22, 2012

Aug 26, 2024

MATHERWIEZ, PAUL, ROBERT

BOARD MEMBER

yes

01/2014

Mar 27, 2014

Aug 26, 2024

MUTTULINGAM, VAITHEHI

BOARD MEMBER, TREASURER, SECRETARY

yes

01/2014

Mar 27, 2014

Aug 26, 2024

THAKORE, VASANTI, PATEL

BOARD MEMBER

yes

01/2014

Mar 27, 2014

Aug 26, 2024

GOLDFARB, EDWARD, ROBERT

NON-EXECUTIVE MEMBER

12/2008

Mar 22, 2012

Aug 26, 2024

THAKORE, NAINOOR, CHANDRES

NON-EXECUTIVE MEMBER

08/2008

Mar 22, 2012

Aug 26, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$687M

$524M

n/a

2024

Mar 7, 2025

$590M

$441M

n/a

2023

Mar 19, 2024

$561M

$410M

n/a

2022

Mar 14, 2023

$490M

$349M

n/a

2021

Mar 14, 2022

$543M

$384M

n/a

2020

Mar 23, 2021

$721M

$510M

n/a

2019

Mar 23, 2020

$556M

$351M

n/a

2018

Mar 26, 2019

$475M

$289M

n/a

2017

Mar 28, 2018

$588M

$352M

n/a

2016

Feb 23, 2017

$461M

$291M

n/a

2015

Mar 7, 2016

$420M

$265M

n/a

2014

Mar 12, 2015

$438M

$270M

n/a

2013

Mar 27, 2014

$412M

$225M

n/a

2012

Mar 20, 2013

$316M

$152M

n/a

2011

Mar 22, 2012

$226M

$99.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$687M

$590M

16.5%

$490M

12.0%