R.m.sincerbeaux Capital Management LLC
R.M.Sincerbeaux Capital Management LLC is an investment adviser headquartered in New York, NY. The firm is incorporated in Delaware and manages investment portfolios for institutional clients, filing regular 13F reports with the SEC. Specific details on founding year and employee count are not publicly disclosed, and it primarily serves institutional investors such as pension funds, endowments, and other large asset owners.
Investment Strategy
Detailed public information on R.M.Sincerbeaux Capital Management LLC’s investment strategy is not disclosed in recent filings. Based on their regular Form 13F filings, the firm manages public securities portfolios, likely employing strategies typical for institutional asset managers focused on equity and fixed income holdings.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 12.65% | $22.4M | 45,075 | $50.17 | $497.41 | +$5.8M |
V V | VISA INC | 11.59% | $20.5M | 57,861 | $63.18 | $355.05 | +$683.3K |
W WMB | WILLIAMS COS INC | 10.16% | $18.0M | 286,883 | $22.78 | $62.81 | +$1.1M |
A ADP | AUTOMATIC DATA PROCESSING IN | 6.50% | $11.5M | 37,350 | $75.85 | $308.40 | +$15.5K |
K KMI | KINDER MORGAN INC DEL | 6.32% | $11.2M | 380,857 | $22.47 | $29.40 | +$428.8K |