SourcingSourcing

HIGHBAR MANAGEMENT, LLC

B58
CRD 166244·SEC 801-118041·MENLO PARK, CA
AUM
$114.6M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$344K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HIGHBAR MANAGEMENT, LLC
CRD
166244
SEC file #
801-118041
EIN
—
DBA names
Highbar Partners

Economics

AUM
$114.6M
AUM band
$100M-$500M
AUM trajectory
'21'26
$319.7M → $114.6M▼ -64%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
9 advisors → 2 advisors▼ -78%
Primary office
MENLO PARK CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
highbarventures.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIM, JOHN, HYUNGJOON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KIM, JOHN, HYUNGJOON
THIELE-SARDINA, ROY, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HIGHBARVENTURES.COM
Rdap Domain Creation Date
2007-11-20T01:54:09Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-10T11:59:59Z
Rdap Domain Last Changed
2025-01-27T18:56:11Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2645610
Trust Company Affiliate
No

People (2)

2
KIM, JOHN, HYUNGJOON
Direct Owner · 62.5%
2645610
THIELE-SARDINA, ROY, ALLEN
Direct Owner · 37.5%
6141063