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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2016
- Office Locations
- 1
Office Locations
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
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Boris Senderzon
Chief Investment Officer, Founder, Managing Member
- CRD
- #6705138
- Ownership
- 75% or more
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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
| 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% |