HILBERT 8, LLC

RIASEC RegisteredEst. 2016

Total AUM

$47.2M

Discretionary

$13.8M

29% of AUM

Avg account

$2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 284577
Registered since: July 25, 2016
Website: www.hilbert8.com
Custodians: MORGAN STANLEY & CO. LLC, STONEX FINANCIAL INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI70.7%
Pooled Investment Vehicles29.3%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hilbert 8, LLC is a limited liability company registered with the SEC in 2016 and operates as a hedge fund manager that advises both individual/family clients and institutional investors. The firm provides portfolio management for individuals and small businesses and for pooled investment vehicles, and it also serves in sponsor/GP and managing-member roles for pooled vehicles it sponsors. Compensation comes via a combination of a percentage-of-AUM fee and performance-based fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.