HOBE MOUNTAIN CAPITAL MANAGEMENT LLC

Overview

Hobe Mountain Capital Management LLC is a privately owned limited liability investment adviser that, according to its filing, focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. The firm’s investment activity is concentrated: its filings show a substantial allocation to private funds and a non-discretionary mandate structure, indicating that portfolio decisions are implemented with client direction rather than through broad discretionary mandates. The adviser is not an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a pension consultant or related adviser. The listed business classification is unclassified and the owner type is individual, which combined with the small number of accounts suggests a boutique operating style that concentrates capital into a narrow set of strategies rather than managing a broad retail client base.

Assets & Accounts

Investments & Alternatives

Location & Offices