{
  "crd_number": 327012,
  "slug": "hbc-group-llc-327012",
  "primary_business_name": "HBC GROUP LLC.",
  "legal_name": "HBC GROUP LLC.",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-13",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 946867123.0,
  "raum_discretionary": 946867123.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 946867123.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327012",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/hbc-group-llc-327012",
  "display_name": "HBC Group LLC.",
  "summary": "HBC Group LLC. is an SEC-registered investment advisory firm, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. HBC Group LLC. (CRD 327012): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is HBC Group LLC. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), HBC Group LLC. reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is HBC Group LLC. registered with the SEC or a state?",
      "a": "HBC Group LLC. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327012."
    },
    {
      "q": "How much does HBC Group LLC. manage?",
      "a": "HBC Group LLC. reports $946,867,123 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have HBC Group LLC.'s assets and staff changed since 2023?",
      "a": "In the Form ADV data for HBC Group LLC.: Regulatory assets under management: $1,132,311,415 in the October 2024 data and $946,867,123 in the October 2026 data, down 16%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does HBC Group LLC. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does HBC Group LLC. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327012"
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2023-08-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1132311415.0,
      "total_employees": 1,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1028114000.0,
      "total_employees": 1,
      "filing_date": "2025-06-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 946867123.0,
      "total_employees": 1,
      "filing_date": "2026-06-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hbc-group-llc-327012.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 946867123.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327012",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}