Hilbar Capital, LLC

RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$203K
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
285088
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals58.68%
  • HNWI41.32%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hilbar Capital, LLC is a very small, owner-operated registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and operates with full discretionary authority over the assets it manages. Investment activity centers on equity-first portfolios — exchange-traded equities and ETFs make up the largest share of invested assets — with complementary use of mutual funds and selected allocations to third‑party alternative managers. The adviser is not positioned as an ESG investor and does not identify as a multi-state or pension consultant firm; its client base is primarily private individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 31%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds31%

Owners & executives

1 of 1
  • Boris Senderzon

    Boris Senderzon

    Chief Investment OfficerCRD 6705138

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth