Hibernia Investments, L.L.C. (New Orleans)


Hibernia Investments, L.L.C. is a large advisory firm based in New Orleans. It has been registered with the SEC as an adviser since 2002.

Hibernia Investments, L.L.C provides pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hibernia Investments, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hibernia Investments, L.L.C.

Michael Merritt Talbot has been acting as President since 1 Sep 1999. Donald Joseph Ii Barnes joined the executive team most recently as the Member Of Management Committee.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Hibernia National Bank Sole share owner 1 Dec 1985 75% - 100% 72-0210640
Daniel Mark Delo Municipal securities principal 1 Sep 1995 Other 2242301
Cathy Sorensen Holmes Chief compliance officer 1 Aug 1996 Other 1795609
Ronald Joseph Deblanc Chief financial officer 1 Aug 1997 Other 1672968
Karl Kirk Iii Domingos Member of management committee 1 Oct 1997 Other 3005017
Ronald Edward Jr Stamford Member of management committee 1 Nov 1998 Other 3168194
Michael Merritt Talbot Member of management committee/president 1 Sep 1999 Other 1296293
Rachael Dellaccio Schorr Crop, srop 1 Feb 2002 Other 2128016
Marsha Maria Gassan Member of management committee 1 Jul 2002 Other 4187295
Debora Sandberg Connelly Member of management committee 1 Jul 2002 Other 1365603
Sara Rebekah Mayeux Crop. srop 1 Jan 2003 Other 3071210
Paul Joseph Bonitatibus Member of management committee 1 Jun 2003 Other 4680216
Jan Mirambell Macaluso Member of management committee 1 Jun 2003 Other 4680188
Janet Clare Emig Chief compliance & mis manager 1 May 2004 Other 4702727
Keyan Marie Cooper Registered options principal 1 Sep 2004 Other 4268042
Janet Clare Emig Brokerage operations manager 1 Jan 2005 Other 4702727
Deborah Ann Paulow Chief compliance officer 1 Feb 2005 Other 4055044
Ronald Joseph Deblanc Vp, chief financial officer 1 Mar 2006 Other 1672968
Michael Merritt Talbot Member of management committee/president & ceo 1 Mar 2006 Other 1296293
Brian Troy Marcotte Chief compliance officer 1 Mar 2006 Other 1182101
Donald Paul Lee Director of risk management 1 Mar 2006 Other 1174842
Steven Elliott Cunningham Member of management committee 1 Apr 2006 Other xxx-xx-xxxx
N.A. Capital One Sole share owner 1 Apr 2006 75% - 100% 72-0210640
Kenneth L. Goldberg Member of management committee 1 Aug 2006 Other 4053655
Donald Joseph Ii Barnes Member of management committee 1 Apr 2007 Other xxx-xx-xxxx

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Hibernia Corporation Owner 1 Apr 1974 75% - 100% 72-0724532
Capital One Financial Corporation Owner 1 Nov 2005 75% - 100% 54-1719854

Based in New Orleans

The principal office where Hibernia Investments, L.L.C. performs its advisory services is located at 313 Carondelet Street, New Orleans, LA 70130 The mailing address of the firm is P.O. Box 61540, New Orleans, LA 70161. An additional office of the firm is in Baton Rouge, LA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504 533-3333 or by fax 504 533-5795. The normal business hours are 8:00a.m.-5:00p.m. on Monday - Friday.