Hobe Mountain Capital Management LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds95%
- Non-Exchange Traded Equities3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Mark Urso
Chief Financial OfficerCRD 8195581
Contacts
2 of 2Todd Buys
Managing PartnerCRD 5367002
Alexandra Rachlin
Co-Founder and Managing PartnerCRD 5174046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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