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Sycamore Investment Consulting Services
Sycamore Investment Consulting Services, LLC is an SEC-registered investment adviser in Madison, WI, registered since 2025. The firm manages approximately $160...
Sycamore Investment Consulting Services
Sycamore Investment Consulting Services, LLC is an SEC-registered investment adviser in Madison, WI, registered since 2025. The firm manages approximately $160 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Who is the principal behind Sycamore Investment Consulting Services?
The identity of the principal has not been publicly disclosed. The firm operates without a website, press presence, or regulatory filings that would name the underlying family or individual. This level of opacity is deliberate and consistent with a single-family office that uses a consulting LLC structure to separate the principal's personal identity from the investment vehicle.
Is Sycamore Investment Consulting Services a registered investment advisor?
No. Sycamore does not appear in SEC or state investment advisor registration databases under this name. The firm likely qualifies for the family office exemption under the Investment Advisers Act of 1940, which permits single-family offices to operate without registration as long as they serve only one family and do not hold themselves out to the public as an investment advisor.
What types of assets does Sycamore invest in?
Without public disclosures, the portfolio composition is not directly observable. Typical allocations for an LLC-structured family office of this type include direct public equity positions, commitments to external private funds across venture capital, private equity, and hedge fund strategies, and occasional direct co-investments alongside trusted managers. The consulting LLC structure offers the flexibility to invest across all of these categories without filing detailed holdings reports.
Does Sycamore Investment Consulting Services accept outside capital?
No. As a single-family office, Sycamore manages capital exclusively for one family or principal. The firm does not solicit or accept investments from external limited partners, nor does it market any pooled investment vehicles to third parties. Any engagement with external managers would be as a limited partner or co-investor, not as a capital-raiser.
How does Sycamore source its investment opportunities?
Given the firm's private posture, deal flow almost certainly originates through personal networks, existing manager relationships, and possibly through private banking or multi-family office platforms that cater to ultra-high-net-worth families. Without a public brand or marketing footprint, Sycamore relies on trusted intermediaries rather than inbound solicitation to access fund commitments and direct deals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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