HBC Group LLC
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
FINTRXOverview
Hbc Group LLC is a limited liability company that operates as an investment adviser, focusing on portfolio management for pooled investment vehicles. Established in 2023, the firm caters primarily to institutional clients and employs a fee structure that includes both fixed and performance-based fees. The firm is classified as unclassified and does not serve as a capital allocator. Hbc Group LLC is not actively engaged in ESG investing and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Paul Ellis
CEO, Chief Compliance OfficerCRD 3141527
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Ten Coves Capital, LP
RIADarien, CT
Harvey Investment Company, LLC
RIALouisville, KY
John Moore & Associates Inc
RIAAlbuquerque, NM
Legalist
RIASan Francisco, CA
J.W.Burns & Company, Inc.
RIASyracuse, NY
Glen Eagle Advisors, LLC
RIAKingston, NJ