|
⚲
|
| HOBE Mountain Capital Management LLC
✚
|
|
|---|---|
| CRD # | 338577 |
| SEC # | 801-135077 |
| CIK # | |
| AUM | $1.4 B (2026-04-06) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 728-300-6754 |
| Address | 222 Lakeview Avenue West Palm Beach, FL 33401 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 1,352.1 |
| Total | 13 | 1,352.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 13 | 1,352.1 |
| Total | 13 | 1,352.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,352.1 | |
| Total | 13 | 1,352.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alterna Wealth Management Inc
✚
|
TX | 1.4 |
|
FSM Wealth Advisors LLC
✚
|
OH | 1.4 |
|
J L Bainbridge & Co Inc
✚
|
FL | 1.4 |
|
Barlow Wealth Partners LLC
✚
|
KY | 1.4 |
|
Talbot Financial LLC
✚
|
WA | 1.3 |
|
Aspen Capital Management
✚
|
ID | 1.3 |
|
Salomon and Ludwin LLC
✚
|
VA | 1.3 |
|
Callahan Advisors LLC
✚
|
TX | 1.3 |
|
Iron Gate Global Advisors LLC
✚
|
UT | 1.3 |
|
Baldwin Investment Management LLC
✚
|
PA | 1.3 |