Hidden Harbor Capital Management, L.P
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Learn more about Hidden Harbor Capital Management, L.P
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
Number of Advisors
Disclosures
Office Location
Hidden Harbor Capital Management, L.P by the Numbers

$767.5 million

21

4

$191.9 million
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
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
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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