Sibir Investment Advisors
Firm details
- Headquarters
- ,
- CRD number
- 296881
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sibir Investment Advisors operates as a small, independent RIA organized as a sole proprietorship and focused on individual and family clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and manager selection/outsourcing when specialized expertise is required. Its fee model mixes a percentage-of-AUM structure with fixed-fee engagements, and the firm positions itself as a capital allocator—combining pooled public funds for core exposure with selective allocations to third‑party alternative managers and private placements. Investment practice emphasizes pooled public vehicles as the backbone of client portfolios, supplemented by alternatives for diversification and return enhancement. Sibir is not an active ESG investor and is not registered as a multi-state adviser; its operating scale is modest, and decision-making appears centralized with direct owner control.
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
- Public Funds/Mutual Funds45%
- Exchange Traded Equities25%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds10%
Contacts
1 of 1Joseph Ribis
President, CCOCRD 4509171
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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