# Hobe Mountain Capital Management LLC

> 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.

- CRD: 338577
- Filed as: HOBE MOUNTAIN CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338577
- AdvisorCensus page: https://advisorcensus.com/firm/hobe-mountain-capital-management-llc-west-palm-beach-fl-338577

## Quick answers

**How is Hobe Mountain Capital Management LLC compensated?**
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.

**How much does Hobe Mountain Capital Management LLC charge?**
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.

**Where is Hobe Mountain Capital Management LLC located?**
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).

**Is Hobe Mountain Capital Management LLC registered with the SEC or a state?**
Hobe Mountain Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338577.

**How much does Hobe Mountain Capital Management LLC manage?**
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).

**Does Hobe Mountain Capital Management LLC report any disciplinary disclosures?**
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

**What changed in Hobe Mountain Capital Management LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $0 to $1,352,133,233.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states)

> Clients will pay Hobe Mountain Capital a management fee, payable quarterly in advance of up to 0.50% annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,352,133,233
- Discretionary: $0
- Non-discretionary: $1,352,133,233

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other | Fewer than 5 | $1,352,133,233 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Needham, MA

### Websites listed on Form ADV (Item 1.I)
- [hobemountain.com](https://hobemountain.com)
- LinkedIn @hobe-mountain-capital

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $0 to $1,352,133,233.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hobe Mountain Capital Management LLC (CRD 338577): Form ADV filing data as of October 2026.