Huber Capital Management LLC

RIASEC RegisteredEst. 2007
Total AUM
$729M
Discretionary
$729M
100% of AUM
Avg account
$72.9M
Accounts
10
Employees
11
Advisory reps
2

Firm details

Headquarters
El Segundo, California
CRD number
143344
Registered since
March 7, 2007
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM
Client types
  • Investment Companies81.84%
  • Corporations / Businesses13.67%
  • Pension & Profit Sharing Plans4.49%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Huber Capital Management LLC is a privately held institutional registered investment adviser that first registered with the SEC in 2007. The firm operates as a limited liability company and serves institutional clients, charging fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, and institutions. Huber does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Joseph Huber

    Joseph Huber

    CEO & Chief Investment OfficerCRD 2953229

  • Pinky Kottoor

    Pinky Kottoor

    Chief Operating OfficerCRD 4827150

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
999 N Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth