Sibir Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Latham NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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