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Hilbar Capital, LLC

Hilbar Capital, LLC. CRD 285088

Hilbar Capital, LLC logo

CRD: 285088

Hilbar Capital, LLC

SAN Bruno, CA
5107038477
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
10-25-2016
Office Locations
1

Office Locations

-- SAN Bruno CA

About Hilbar Capital, LLC

Hilbar Capital is an independent, fee-only RIA providing discretionary investment management and financial advisory services for individuals and small businesses. It builds customized investment policies based on client profiles and risk tolerance, implemented through active individual-security portfolios and passive strategies (including ETFs). Hilbar also delivers non-discretionary portfolio analysis, 401(k) lineup evaluation, and stock option/RSU guidance. The firm invests alongside clients and does not custody assets.

Team overview

46 AVG AGE
$2.8M AVG AUM / ADVISOR
$284.2K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Harbor value Optima North Timber

Client Personas

Peak

Investment Themes

Radial beacon

Investment Vehicles

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Services

Meridian atlas Atlas summit Vital ridge Momentum quantum

Owner & Executives

Boris Senderzon

Boris Senderzon

Chief Investment Officer, Founder, Managing Member

CRD
#6705138
Ownership
75% or more
(497) 932-3120
crest.frontier@horizoncapital.com
in linkedin.com/in/element-delta

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,841,524 --
Non-Discretionary $0 --
Total $2,841,524 --

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Separately Managed Accounts

Total SMA Asset: $2,841,524

$2.8M Total SMA
Equity - Exchange:
50.6%
Public Funds:
49.4%
Asset class Assets Assets %
Equity - Exchange $546,330,202 50.6%
Public Funds $533,373,755 49.4%
Total $1,079,703,957 100.0%

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