CRD: 130291
Hillberg Capital Management, LLC
Turlock, CA, 95380
2096672406
$103.9M Total AUM
$103.9M Disc. AUM
-- 3Y CAGR
2 Employees
120 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2004
- Office Locations
- 1
Office Locations
415 Mitchell St. Turlock CA
About Hillberg Capital Management, LLC
Hillberg Capital Management, LLC is a Turlock-based RIA. The firm has been operating for 21 years. Managing $103.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$103.9M AVG AUM / ADVISOR
$865.7K AVG AUM / CLIENT
22 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Investment Themes
Insight pathway
Investment Vehicles
Matrix bridge Focus
Services
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Owner & Executives
ROBERT L HILLBERG
Chief Compliance Officer, Partner
- CRD
- #4804825
- Ownership
- 75% or more
(981) 529-9820
meridian.bridge@fusioncapital.com
in linkedin.com/in/north-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,881,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $103,881,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $103,881,000
Equity - Exchange:
13.2% Public Funds:
14.3% Equity - OTC:
17.3% Cash:
18.6% U.S. Government/Agency:
17.6% Corporate - Investment Grade:
13.4% Municipal Bonds:
5.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $670,063,381 | 13.2% |
| Public Funds | $725,901,996 | 14.3% |
| Equity - OTC | $878,189,128 | 17.3% |
| Cash | $944,180,219 | 18.6% |
| U.S. Government/Agency | $893,417,841 | 17.6% |
| Corporate - Investment Grade | $680,215,856 | 13.4% |
| Municipal Bonds | $284,269,314 | 5.6% |
| Total | $5,076,237,735 | 100.0% |