Hidden Harbor Capital Management, L.P

CRD#285401
Investment Advisor Firm

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Learn more about Hidden Harbor Capital Management, L.P

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Hidden Harbor Capital Management, L.P is a financial advisor company headquartered in Boca Raton, Florida. The company manages $767.5 million in total assets over four client accounts, placing it among the larger firms in the nation by assets under management (AUM). It has a small team, including 21 financial advisors. Hidden Harbor Capital Management, L.P is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, stocks and bonds.

    Hidden Harbor Capital Management, L.P manages all of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell decisions for the client's account without needing to seek the client's consent. The advisory firm's average account size is $191.9 million. The average financial advisor at Hidden Harbor Capital Management, L.P administers fewer than one client account, placing it among the most individualized firms in the country.

    The firm's main office is at 4855 Technology Way, Boca Raton, Florida 33431-3352. Hidden Harbor Capital Management, L.P is legally allowed to serve clients in the state of Florida.

    Assets Under Management

    $767.5 million

    Number of Advisors

    21

    Disclosures

    No

    Office Location

    4855 Technology Way
    Boca Raton, FL 33431-3352

    Hidden Harbor Capital Management, L.P by the Numbers

    Total Assets Under Management

    $767.5 million

    National Average: $8.6 billion
    Total Number of Employees

    21

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $191.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors depend on which services the firm provides the client. However, fee types charged by the company most likely are comprised of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The firm provides services to pooled investment vehicles. Out of its four accounts, Hidden Harbor Capital Management, L.P's biggest client type is pooled investment vehicles. None of its accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Hidden Harbor Capital Management, L.P does not have any disclosures.

    Please visit its Form ADV for more details.

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