SourcingSourcing

HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.

C17
CRD 285401·SEC 801-116969·BOCA RATON, FL
AUM
$2.24B
$1B+
Est. Revenue
$22.4M
@ 1% on AUM
Est. EBITDA
$6.7M
@ 30% margin
Est. Deal Value
$53.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HIDDEN HARBOR CAPITAL MANAGEMENT, L.P.
CRD
285401
SEC file #
801-116969
EIN
—
DBA names
—

Economics

AUM
$2.24B
AUM band
$1B+
AUM trajectory
'20'26
$296.0M → $2.24B▲ +655%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
32
Advisory staff (per ADV)
32
Advisory staff (5-yr trend)
'20'26
11 advisors → 32 advisors▲ +191%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/hidden-harbor-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLOCK, DAVID, ALLAN
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
BLOCK, DAVID, ALLAN
CAPLE, JOHN, BYRN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo14
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6771623
Trust Company Affiliate
No

People (7)

7
BLOCK, DAVID, ALLAN
Direct Owner · 17.5%
6771623
CAPLE, JOHN, BYRN
Direct Owner · 17.5%
2245522
JOY, ANDREW, GARY
Direct Owner · 17.5%
5827481
PALDINO, CHRISTOPHER, FRANK
Direct Owner · 17.5%
3110696
BRYAN, RUSSELL, LEE
Direct Owner · 7.5%
6626535
KREUTTER, RUSSELL, BALLARD
Direct Owner · 7.5%
8059400
TROST, TIMOTHY, ALAN
Executive Officer · 2.5%
6955696