Data / Investment advisers / Florida / Hobe Mountain Capital Management LLC
Hobe Mountain Capital Management LLC, West Palm Beach, FL: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hobe Mountain Capital Management LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $1.4 billion in regulatory assets under management in its Form ADV filed July 15, 2026. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 338577
- SEC file number
- 801-135077
- SEC status
- Approved, effective January 6, 2026
- Main office
- 222 Lakeview Avenue Suite 800, West Palm Beach, FL 33401
- Phone
- (728) 300-6754
- Regulatory AUM
- $1,352,133,233 in the Form ADV filed July 15, 2026
- Non discretionary AUM
- $1,352,133,233
- Accounts
- 13
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 15, 2026
- SEC record
- Investment Adviser Public Disclosure
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $1.35 billion | April 6, 2026 |
| February 2, 2026 | Not listed | December 2, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Commonwealth Credit Advisors, LLC | West Palm Beach | $1.73 billion | 1 | adviserinfo.sec.gov |
| Wexford Capital LP | West Palm Beach | $1.72 billion | 13 | adviserinfo.sec.gov |
| Blue Sea Capital LLC | West Palm Beach | $1.65 billion | 6 | adviserinfo.sec.gov |
| Triartisan Capital Advisors LLC | West Palm Beach | $1.56 billion | 7 | adviserinfo.sec.gov |
| Serengeti Asset Management LP | West Palm Beach | $1.48 billion | 20 | adviserinfo.sec.gov |
| Rizvi Traverse Management, LLC | West Palm Beach | $1.29 billion | 38 | adviserinfo.sec.gov |
| Ibex Wealth Advisors, LLC | West Palm Beach | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Whalerock Point Partners, LLC | West Palm Beach | $1.04 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Hobe Mountain Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.