S
$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
8 yrs Firm Age
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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2018
- Office Locations
- 1
Office Locations
-- Latham NY
About Sibir Investment Advisors
Sibir Investment Advisors is a Latham-based RIA. The firm has been operating for 8 years. Managing $6.3M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Fidelity/NFS.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$178.9K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH V RIBIS JR
Chief Compliance Officer, President
- CRD
- #4509171
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,260,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,260,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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