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Hibernia Sales Corporation

Updated today

Client AUM

$1,671,000

Clients

2

Advisors

1

of 1 employees

About

Hibernia Strategies Inc. provides investment advisory and portfolio management services to a mix of individual and institutional clients, including high‑net‑worth individuals, family offices, pension funds, municipalities, venture capital and hedge funds, trusts, and charitable organizations. The firm reports approximately $2.32 million in discretionary assets under management and delivers tailored Investment Policy Statements and ongoing portfolio management.

Hibernia typically manages accounts on a discretionary basis, documenting client goals, risk tolerance and constraints during an initial fact‑finding interview and conducting regular monitoring with at least annual formal reviews. Its investment methods combine technical/charting, fundamental, and cyclical analysis, and the firm emphasizes fair and equitable allocation of limited investment opportunities across client accounts.

Distinctively, Hibernia uses performance‑based fee arrangements with qualified clients instead of relying solely on percentage‑of‑assets fees, an approach that the firm says can create conflicts of interest and is managed through written procedures and reviews. The firm also discloses solicitation fee arrangements, does not participate in wrap fee or soft‑dollar programs, and provides services to institutional clients despite its relatively small asset base.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Performance-based

20% of portfolio's net profits above the previous year's high-water mark, billed annually in arrears; available only to qualified clients with at least $1.10 million under management or $2.20 million net worth excluding primary residence.

Main office

535 West Church Street, Suite 155

West Chester PA 19380

Advisors at this office

1

Most active in

Pennsylvania

Also doing business as

Hibernia Sales Corporation · Hibernia Strategies Inc.

Disclosures

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Business activities & affiliations

View complete list of advisors at this firm
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