Hobe Mountain Capital Management Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 338577
· SEC file 801-135077
· West Palm Beach, FL
· www.linkedin.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $1.4B
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 13
- Employees
- 6
AUM over time
$0
$1.4B
Dec 2, 2025
Jul 15, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | Fewer than 5 | $1.4B | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗