SISUNG INVESTMENT MANAGEMENT SERVICES LLC
CRD #107318 SEC #801-49929 METAIRIE, LA 504-544-7700
SEC Registered Disclosures
Total AUM
$2B
Discretionary
$1.9B
Employees
7
Clients
0
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $1.9B | $7.7M | 7 | 0 |
| Nov 2024 | $2B | $2B | $6.8M | 7 | 12 |
| Mar 2024 | $2B | $2B | $6.8M | 7 | 12 |
| Mar 2023 | $2B | $1.9B | $8.4M | 7 | 12 |
| May 2022 | $1.6B | $1.6B | $11.9M | 7 | 13 |
| Mar 2021 | $1.6B | $1.6B | $16.9M | 7 | 13 |
| May 2020 | $1.6B | $1.6B | $22.3M | 7 | 12 |
| Mar 2019 | $1.5B | $1.5B | $27.5M | 7 | 12 |
| Mar 2018 | $1.4B | $1.3B | $28.9M | 7 | 11 |
| Oct 2017 | $1.1B | $1.1B | $30.9M | 7 | 11 |
| Sep 2017 | $1.1B | $1.1B | $30.9M | 7 | 11 |
| Mar 2017 | $1.1B | $1.1B | $30.9M | 7 | 11 |
| Mar 2016 | $1.3B | $1.3B | $30.9M | 7 | 11 |
| Mar 2015 | $1.1B | $1.1B | $24.2M | 7 | 11 |
| Nov 2014 | $1.1B | $1.1B | $14.2M | 8 | 26 |
| Mar 2014 | $1.1B | $1.1B | $14.2M | 8 | 26 |
| Mar 2013 | $1.2B | $1.2B | $17.8M | 8 | 26 |
| Oct 2012 | $1.3B | $1.3B | $19.1M | 6 | 26 |
| Mar 2012 | $1.3B | $1.3B | $19.1M | 6 | 26 |
| Mar 2011 | $1.3B | $1.3B | $21.1M | 10 | -- |
| Mar 2009 | $990.6M | $969.7M | $20.8M | 10 | -- |
| Mar 2008 | $1.1B | $1B | $26.8M | 10 | -- |
| Jan 2008 | $1.1B | $1B | $26.8M | 10 | -- |
| Nov 2007 | $1.1B | $1B | $26.8M | 10 | -- |
| Apr 2007 | $1.1B | $1B | $26.8M | 10 | -- |
| Mar 2007 | $170.8M | $144M | $26.8M | 10 | -- |
| Oct 2003 | $943M | $903.5M | $39.5M | -- | -- |
| Mar 2002 | $80.9M | $35.3M | $45.5M | -- | -- |
DateMar 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$7.7M
Employees7
Clients0
DateNov 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$6.8M
Employees7
Clients12
DateMar 2024
Total AUM$2B
Discretionary$2B
Non-Disc.$6.8M
Employees7
Clients12
DateMar 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$8.4M
Employees7
Clients12
DateMay 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$11.9M
Employees7
Clients13
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$16.9M
Employees7
Clients13
DateMay 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$22.3M
Employees7
Clients12
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$27.5M
Employees7
Clients12
DateMar 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$28.9M
Employees7
Clients11
DateOct 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30.9M
Employees7
Clients11
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30.9M
Employees7
Clients11
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$30.9M
Employees7
Clients11
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$30.9M
Employees7
Clients11
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.2M
Employees7
Clients11
DateNov 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.2M
Employees8
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.2M
Employees8
Clients26
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$17.8M
Employees8
Clients26
DateOct 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.1M
Employees6
Clients26
DateMar 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$19.1M
Employees6
Clients26
DateMar 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$21.1M
Employees10
Clients--
DateMar 2009
Total AUM$990.6M
Discretionary$969.7M
Non-Disc.$20.8M
Employees10
Clients--
DateMar 2008
Total AUM$1.1B
Discretionary$1B
Non-Disc.$26.8M
Employees10
Clients--
DateJan 2008
Total AUM$1.1B
Discretionary$1B
Non-Disc.$26.8M
Employees10
Clients--
DateNov 2007
Total AUM$1.1B
Discretionary$1B
Non-Disc.$26.8M
Employees10
Clients--
DateApr 2007
Total AUM$1.1B
Discretionary$1B
Non-Disc.$26.8M
Employees10
Clients--
DateMar 2007
Total AUM$170.8M
Discretionary$144M
Non-Disc.$26.8M
Employees10
Clients--
DateOct 2003
Total AUM$943M
Discretionary$903.5M
Non-Disc.$39.5M
Employees--
Clients--
DateMar 2002
Total AUM$80.9M
Discretionary$35.3M
Non-Disc.$45.5M
Employees--
Clients--