Hilbar Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285088
- Website
- www.hilbarcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.68%
- HNWI41.32%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hilbar Capital, LLC is a very small, owner-operated registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and operates with full discretionary authority over the assets it manages. Investment activity centers on equity-first portfolios — exchange-traded equities and ETFs make up the largest share of invested assets — with complementary use of mutual funds and selected allocations to third‑party alternative managers. The adviser is not positioned as an ESG investor and does not identify as a multi-state or pension consultant firm; its client base is primarily private individuals and families.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds31%
Owners & executives
1 of 1
Boris Senderzon
Chief Investment OfficerCRD 6705138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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