HIGHBAR PARTNERS

RIASEC RegisteredEst. 2020
Total AUM
$115M
Discretionary
$115M
100% of AUM
Avg account
$38.2M
Accounts
3
Employees
2
Advisory reps
2

Firm details

Headquarters
MENLO PARK, California
CRD number
166244
Registered since
February 7, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Highbar Partners operates as a limited liability company organized as a venture capital fund manager and registered with the SEC in 2020. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. Its business model combines a percentage-of-assets fee with performance-based fees, and it acts in sponsor/GP and managing-member roles for the pooled vehicles it runs. The adviser does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • JOHN KIM

    Co-Founder and Managing PartnerCRD 2645610

  • ROY THIELE-SARDINA

    Co-Founder and PartnerCRD 6141063

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
405 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth