Hilbert 8, LLC

Hilbert 8, LLC is a financial advisory firm established in 2013, with its main office in New York, NY. The firm specializes in personalized investment advice, offering portfolio management services for separately managed accounts (SMAs) and a private fund, Hilbert 8 Multi-Strategy I, LP, tailored to qualified investors. Clients can expect services such as identifying investment goals, developing strategies, selecting investment products, implementing advice, and ongoing portfolio monitoring. The firm primarily utilizes a modern value investing strategy and offers services including economic analysis, cyclical analysis, fundamental analysis, and more. For SMAs, the firm charges an annual fee of 1.50% or lower based on total assets under management, paid quarterly in arrears. Clients may impose restrictions on investments, and the firm may request discretionary authority for SMAs to execute transactions. The minimum initial investment for SMAs is $1,000,000, while the private fund requires a minimum investment commitment of $500,000, which may be waived at the firm's discretion. Hilbert 8 acts as a fiduciary, upholding the highest legal standard of conduct and ethical practices. The firm does not participate in wrap fee programs and does not accept compensation for the sale of investment products. Clients are responsible for third-party fees, and the firm provides detailed information on fees, compensation, investment strategies, and risk factors in its brochure. Clients receive regular account statements and reports from their custodian/broker-dealer, and the firm encourages annual reviews to ensure client goals are being met.