S
Sibir Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,260,000
Clients
35
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$178,857
About
Sibir Investment Advisors provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and charging percentage‑of‑AUM advisory fees. The firm also offers selection of third‑party managers and access to private funds and other alternative investments as part of client portfolios.
The adviser uses a combination of charting and fundamental analysis and pursues long‑term trading strategies, including the use of margin, while conducting quarterly reviews and delivering custodial reports to clients. Sibir requires clients to custody assets at Fidelity or AssetMark and discloses that it executes trades with discretion under the client advisory agreement.
Compared with many independent advisers, Sibir serves as a portfolio manager within a wrap fee program—an arrangement the brochure notes is handled the same as its non‑wrap accounts and is relatively uncommon among peers—and the firm discloses fee‑sharing arrangements with selected third‑party managers and a policy of not aggregating block trades. The brochure also discloses that the principal is a licensed insurance agent who may offer commissionable insurance and annuity products, and that financial planning is generally provided as a one‑time, fixed‑fee engagement unless additional services are requested.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Private / alternative investments
Real estate investing
Annuities
Fee options
Fixed financial planning fees between $500 and $1,500.
$10,000 - $99,999: 1.50% $100,000 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000 - and up: 1.00%
Account minimum: $10,000
Main office location
Sibir Investment Advisors
Latham NY, United States
Number of offices
2
Most active in
Sibir Investment Advisors has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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