{ "crd_number": 338577, "slug": "hobe-mountain-capital-management-llc-west-palm-beach-fl-338577", "primary_business_name": "HOBE MOUNTAIN CAPITAL MANAGEMENT LLC", "legal_name": "HOBE MOUNTAIN CAPITAL MANAGEMENT LLC", "dbas": [], "city": "West Palm Beach", "state": "FL", "country": "United States", "cbsa_code": "33100", "metro": { "cbsa_code": "33100", "common_name": "Miami", "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL", "path": "/advisors/fl/miami" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2026-01-06", "years_registered": 0, "period": "2026-10-01", "filing_date": "2026-07-15", "carried_forward": false, "raum_total": 1352133233.0, "raum_discretionary": 0.0, "raum_non_discretionary": 1352133233.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 6, "advisory_employees": 3, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "other": { "raum": 1352133233.0, "count": null, "description": "FAMILY OFFICE", "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "MA" ], "websites": [ "https://hobemountain.com", "https://linkedin.com/company/hobe-mountain-capital" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338577", "city_as_filed": "WEST PALM BEACH", "url": "https://advisorcensus.com/firm/hobe-mountain-capital-management-llc-west-palm-beach-fl-338577", "display_name": "Hobe Mountain Capital Management LLC", "summary": "Hobe Mountain Capital Management LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2026, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 15, 2026.", "citation": "AdvisorCensus. Hobe Mountain Capital Management LLC (CRD 338577): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Hobe Mountain Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Hobe Mountain Capital Management LLC reports these compensation arrangements: a percentage of assets under its management." }, { "q": "How much does Hobe Mountain Capital Management LLC charge?", "a": "Its Form ADV Part 2A brochure dated July 15, 2026 states: Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Hobe Mountain Capital Management LLC located?", "a": "Hobe Mountain Capital Management LLC's principal office is in West Palm Beach, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Hobe Mountain Capital Management LLC registered with the SEC or a state?", "a": "Hobe Mountain Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338577." }, { "q": "How much does Hobe Mountain Capital Management LLC manage?", "a": "Hobe Mountain Capital Management LLC reports $1,352,133,233 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (0% discretionary)." }, { "q": "Does Hobe Mountain Capital Management 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/338577" }, { "q": "What changed in Hobe Mountain Capital Management LLC's recent Form ADV filings?", "a": "In the May 2026 filing data: Regulatory assets under management went from $0 to $1,352,133,233." } ], "filing_history": [], "recent_changes": [ { "period": "2026-05-01", "period_label": "May 2026", "notes": [ "Regulatory assets under management went from $0 to $1,352,133,233." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Newly registered with the SEC." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated July 15, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": "0.5% of assets a year", "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states)" ], "quotes": [ "Clients will pay Hobe Mountain Capital a management fee, payable quarterly in advance of up to 0.50% annually." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": 0.5, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Clients will pay Hobe Mountain Capital a management fee, payable quarterly in advance of up to 0.50% annually." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/hobe-mountain-capital-management-llc-west-palm-beach-fl-338577.md", "clients": [ { "type": "other", "label": "Other", "count": null, "fewer_than_5": true, "raum": 1352133233.0 } ], "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/338577", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }