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Julius Arthur Seibert & Company, LLC
JULIUS ARTHUR SEIBERT & COMPANY, LLC is an SEC-registered investment adviser in CINCINNATI, OH. The firm manages $66 million in assets, $59 million on a...
Overview
JULIUS ARTHUR SEIBERT & COMPANY, LLC is an SEC-registered investment adviser in CINCINNATI, OH. The firm manages $66 million in assets, $59 million on a discretionary basis. It has 3 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
What services does Julius Arthur Seibert & Company offer to families?
The firm provides investment management, financial planning, estate planning, tax optimization, and philanthropic advisory services, structured for ultra-high-net-worth families. Its model is designed to serve as a single point of accountability for complex family wealth.
Is Julius Arthur Seibert & Company registered with the SEC?
Yes, the firm is registered as an investment advisor with the Securities and Exchange Commission. This registration imposes fiduciary duties, requiring the firm to act in the best interest of its clients and disclose conflicts of interest.
How does the firm approach investment management for clients?
Seibert & Company builds customized portfolios using a mix of public equities, fixed income, alternative investments, and cash. The firm focuses on long-term capital preservation and does not publicly disclose specific asset allocations or holdings.
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