SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD #125081 SEC #801-134876 MADISON, WI 608-827-6414
SEC Registered
Total AUM
$159.6M
Discretionary
$159.6M
Employees
2
Clients
26
Accounts
116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $159.6M | $159.6M | $0 | 2 | 4 |
| Nov 2025 | $159.6M | $159.6M | $0 | 2 | 4 |
| Mar 2012 | $72M | $72M | $0 | 1 | 26 |
| Feb 2012 | $72M | $72M | $0 | 1 | 26 |
| Nov 2011 | $72M | $72M | $0 | 1 | 26 |
| Mar 2011 | $75M | $75M | $0 | 5 | -- |
| Oct 2010 | $75M | $75M | $0 | 5 | -- |
| Feb 2009 | $68.3M | $68.3M | $0 | 5 | -- |
| Oct 2007 | $68.3M | $68.3M | $0 | 5 | -- |
| Nov 2006 | $58.6M | $58.6M | $0 | 5 | -- |
| Dec 2005 | $48.6M | $48.6M | $0 | 5 | -- |
DateDec 2025
Total AUM$159.6M
Discretionary$159.6M
Non-Disc.$0
Employees2
Clients4
DateNov 2025
Total AUM$159.6M
Discretionary$159.6M
Non-Disc.$0
Employees2
Clients4
DateMar 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$58.6M
Discretionary$58.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$48.6M
Discretionary$48.6M
Non-Disc.$0
Employees5
Clients--