{
  "crd_number": 308341,
  "slug": "honte-advisors-llc-berkeley-ca-308341",
  "primary_business_name": "HONTE ADVISORS LLC",
  "legal_name": "HONTE ADVISORS LLC",
  "dbas": [],
  "city": "Berkeley",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-08-10",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": 417664646.0,
  "raum_discretionary": 417664646.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 417664646.0,
      "count": 2
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://honteinv.com",
    "https://linkedin.com/company/honte-investments-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308341",
  "city_as_filed": "BERKELEY",
  "url": "https://advisorcensus.com/firm/honte-advisors-llc-berkeley-ca-308341",
  "display_name": "Honte Advisors LLC",
  "summary": "Honte Advisors LLC is an SEC-registered investment advisory firm in Berkeley, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.",
  "citation": "AdvisorCensus. Honte Advisors LLC (CRD 308341): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Honte Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Honte Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other."
    },
    {
      "q": "Where is Honte Advisors LLC located?",
      "a": "Honte Advisors LLC's principal office is in Berkeley, CA, according to its Form ADV."
    },
    {
      "q": "Is Honte Advisors LLC registered with the SEC or a state?",
      "a": "Honte Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 308341."
    },
    {
      "q": "How much does Honte Advisors LLC manage?",
      "a": "Honte Advisors LLC reports $417,664,646 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Honte Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Honte Advisors LLC: Regulatory assets under management: $159,113,428 in the October 2021 data and $417,664,646 in the October 2026 data, up 162%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Honte Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Honte Advisors 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/308341"
    },
    {
      "q": "Does Honte Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 9, 2026 says: \"Clients do not have a minimum size, but minimum subscription amounts are generally established for investor s in the Funds. The Investme nt Manager or the General Partner, as applicable, has sole discretion to permit investments below the minimum amounts set forth in the Governing Documents of such Client.\""
    },
    {
      "q": "What changed in Honte Advisors LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $668,541,416 to $417,664,646 (-38%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 159113428.0,
      "total_employees": 8,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 296765487.0,
      "total_employees": 8,
      "filing_date": "2022-06-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 170038748.0,
      "total_employees": 7,
      "filing_date": "2023-10-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 213875390.0,
      "total_employees": 7,
      "filing_date": "2024-02-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 703765000.0,
      "total_employees": 7,
      "filing_date": "2025-04-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 417664646.0,
      "total_employees": 7,
      "filing_date": "2026-04-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $668,541,416 to $417,664,646 (-38%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Clients do not have a minimum size, but minimum subscription amounts are generally established for investor s in the Funds. The Investme nt Manager or the General Partner, as applicable, has sole discretion to permit investments below the minimum amounts set forth in the Governing Documents of such Client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Clients do not have a minimum size, but minimum subscription amounts are generally established for investor s in the Funds. The Investme nt Manager or the General Partner, as applicable, has sole discretion to permit investments below the minimum amounts set forth in the Governing Documents of such Client."
    ],
    "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/honte-advisors-llc-berkeley-ca-308341.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 417664646.0
    }
  ],
  "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/308341",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}