Sibir Investment Advisors

RIASEC Registered
Total AUM
$6.3M
Discretionary
$6.3M
100% of AUM
Avg account
$179K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
296881
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, ASSETMARK TRUST CO.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Sibir Investment Advisors operates as a small, independent RIA organized as a sole proprietorship and focused on individual and family clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and manager selection/outsourcing when specialized expertise is required. Its fee model mixes a percentage-of-AUM structure with fixed-fee engagements, and the firm positions itself as a capital allocator—combining pooled public funds for core exposure with selective allocations to third‑party alternative managers and private placements. Investment practice emphasizes pooled public vehicles as the backbone of client portfolios, supplemented by alternatives for diversification and return enhancement. Sibir is not an active ESG investor and is not registered as a multi-state adviser; its operating scale is modest, and decision-making appears centralized with direct owner control.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 25%, Cash & Cash Equivalents 20%, Investment Grade Corp Bonds 10%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents20%
  • Investment Grade Corp Bonds10%

Contacts

1 of 1
  • Joseph Ribis

    President, CCOCRD 4509171

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth