SourcingSourcing

SYCAMORE INVESTMENT CONSULTING SERVICES, LLC

B51
CRD 125081·SEC 801-134876·MADISON, WI
AUM
$159.6M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$479K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD
125081
SEC file #
801-134876
EIN
—
DBA names
—

Economics

AUM
$159.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals High Net Worth27
Individuals Other10
Charitable Organizations3
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
12/15/2025
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RADEMACHER, GREGORY, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RADEMACHER, GREGORY, SCOTT
MCLELLAN, JODIE, ANNETTE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2949618
Trust Company Affiliate
No

People (2)

2
RADEMACHER, GREGORY, SCOTT
IAR · Direct Owner · 87.5%
2949618
MCLELLAN, JODIE, ANNETTE
IAR · Direct Owner · 37.5%
2751334