HUBER CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2007

Total AUM

$729M

Discretionary

$729M

100% of AUM

Avg account

$72.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: EL SEGUNDO, California
CRD number: 143344
Registered since: March 7, 2007
Website: hubercap.com
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 investment adviser organized as an LLC and SEC-registered since 2007. The firm reports a primarily institutional client base while providing portfolio management services across individuals/small businesses, investment companies, and other businesses or institutions. Its stated fee model is a percentage of assets under management. The firm is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multistate adviser. Ownership is reported as a domestic entity/individual structure. Advisory activity is concentrated on discretionary portfolio management, with equities identified as the firm’s preferred asset class on its ADV.