Hilbert 8 provides personalized investment advice, developing strategies and selecting investments to meet client goals. They manage portfolios in separately managed accounts (SMAs) and a private fund for qualified investors. Hilbert 8 primarily uses a modern value investing strategy, focusing on fixed income, equities, ETFs, options, mutual funds, real estate funds, and non-U.S. securities. They act as a fiduciary, prioritizing client interests and seeking fair allocation of investment opportunities.
Assets Under Management$45M
Clients24
AdvisorsN/A
Avg. per Client$1.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. The firm also manages a private fund, Hilbert 8 Multi-Strategy I, LP, with an annual fee of 2.00% of assets under management and a 20.00% performance fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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