HBC Group LLC

RIASEC RegisteredEst. 2023
Total AUM
$947M
Discretionary
$947M
100% of AUM
Avg account
$947M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
327012
Registered since
September 13, 2023
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HBC Group LLC is a limited liability company registered with the SEC in 2023 that operates as an institutional registered investment adviser. The firm is owner-operated (individual owner) and targets institutional clients rather than retail households. Its stated business activities include serving as a commodity pool operator or commodity trading adviser (CPO/CTA) and providing portfolio management for pooled investment vehicles. HBC Group charges a mix of fixed fees and performance-based fees and is not positioned as a capital allocator; it does not identify as an active ESG investor and is not a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Paul Ellis

    CEO, Chief Compliance OfficerCRD 3141527

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth