Hobe Mountain Capital Management LLC: new SEC registration, $1,352M AUM, West Palm Beach, FL

Hobe Mountain Capital Management LLC (West Palm Beach, Florida): new SEC registration, $1,352M AUM, West Palm Beach, FL. Its amount of 1,352 is top-decile (95th percentile of 1,225 records). Dated 303 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

amount: 1,352 · 95th percentile of 1,225 NewRiaPulse records · 10.0x the median

Free preview: all 11 published fields of this record are shown below. Locked: 121 related FL NewRiaPulse records and the 6-column CSV export.

FieldValue
FirmHobe Mountain Capital Management LLC
Legal nameHobe Mountain Capital Management LLC
CRD338577
StatusApproved
Registered with the SEC2026-01-06
Latest Form ADV filing2026-07-15
LocationWest Palm Beach, FL, United States
Regulatory AUM$1,352,133,233
Accounts13
Employees6
Websitehttps://www.linkedin.com/company/hobe-mountain-capital/
amount percentile95th of 1,225 (median 135, 10.0x median)
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  • Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
  • Record date: 2026-01-06
  • Data refreshed: 2026-11-04
  • Refunds on request within 14 days

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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT

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Peer benchmark and outreach value: Hobe Mountain Capital Management LLC and 122 Florida peers

  • Florida NewRiaPulse records like this one: 122
  • Hobe Mountain Capital Management LLC's amount: 95th percentile of 1,225 records
  • Timing: Low: older than 30 days
  • Estimated pipeline if you contact every Florida peer: $24,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)

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55 / 100 Score

  • $1,352M under management.
  • Website on file.

What is the NewRiaPulse record for Hobe Mountain Capital Management LLC in West Palm Beach, Florida?

Hobe Mountain Capital Management LLC received SEC registration as an investment adviser (2026-01-06) with $1,352,133,233 in regulatory assets under management, based in West Palm Beach, FL.

How does Hobe Mountain Capital Management LLC compare to other Florida NewRiaPulse records?

This is a top-decile record: its amount of 1,352 is 10.0x the median of 135 across 1,225 records. It is 303 days old; check the official source for later updates before acting.

Hobe Mountain Capital Management LLC vs. top 3 peers

OrganizationLocationAmountPercentileRecord date
Hobe Mountain Capital Management LLCWest Palm Beach, FL1,35295th2026-01-06
Invision Management, INC.Chicago, IL1,34195th2026-08-06
Corrum Capital Management LLCCharlotte, NC1,39295th2026-08-20
Trace CapitalLos Angeles, CA1,12195th2026-10-05

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.

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