CIBEST CAPITAL ADVISORY SERVICES LLC

Overview

Cibest Capital Advisory Services LLC is an SEC-registered advisory firm that runs discretionary and non-discretionary portfolio management for individuals, families and institutions. The firm leans toward equity-centric portfolios, using exchange-traded equities as its primary vehicle while supplementing exposure with mutual funds and selective alternative allocations. Fee arrangements include both a percentage-of-assets model and performance-based fees, indicating a willingness to provide outcome-linked mandates alongside traditional AUM relationships. Investment activity centers on liquid equity exposures and separate managed accounts, with a meaningful portion of assets managed on a discretionary basis. The firm does not identify as an active ESG investor. Its regulatory filing also lists business relationships spanning broker-dealers, other investment advisers, banking or thrift institutions and trust companies, and it acts as sponsor or managing member for pooled investment vehicles in certain situations — signaling the capacity to structure or participate in private offerings or feeder vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices