Hobe Mountain Capital Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$1.4B
Discretionary
$0
0% of AUM
Avg account
$104M
Accounts
13
Employees
6
Advisory reps
3

Firm details

Headquarters
West Palm Beach, Florida
CRD number
338577
Registered since
January 6, 2026
Fee structure
Percentage of AUM
Client types
  • Other100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hobe Mountain Capital Management LLC is a privately held limited liability company that registered with the SEC in 2026. The firm provides portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. It is organized under individual ownership and does not present itself as an ESG-focused or multi-state advisory practice; it also is not positioned as a pension consultant or capital allocator. The firm’s stated advisory activity centers on managing portfolios for private clients rather than institutional mandates, and its reporting indicates all assets are managed on a non-discretionary basis, meaning clients retain final trading authority while Hobe Mountain provides recommendations and oversight.

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

Asset composition

Asset composition: Private Funds 95%, Non-Exchange Traded Equities 3%, US Government Bonds 1%, Cash & Cash Equivalents 1%95%
  • Private Funds95%
  • Non-Exchange Traded Equities3%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Mark Urso

    Chief Financial OfficerCRD 8195581

Contacts

2 of 2
  • Todd Buys

    Managing PartnerCRD 5367002

  • Alexandra Rachlin

    Co-Founder and Managing PartnerCRD 5174046

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

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth