Hyde Park Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hyde Park Wealth LLC is an SEC-registered investment adviser formed in 2025 that describes its core service as ongoing discretionary portfolio management with written investment policy statements for individual and high‑net‑worth clients. The firm’s ADV also shows it currently has no assets under management or advisory clients, and its registration posture is consistent with an investment manager that can serve pooled or institutional accounts.
The firm’s stated investment approach blends fundamental analysis and modern portfolio theory and employs both long‑term and short‑term trading across a broad set of instruments, including mutual funds, ETFs, fixed income, real‑estate funds/REITs, private placements, venture capital, commodities and digital assets. Hyde Park Wealth requires discretionary trading authority, mandates use of a specific custodian (Altruist), and discloses the potential to receive research or services from broker‑dealers (soft‑dollar benefits).
Distinctive features in the ADV include an unusually wide investable universe for a newly formed, single‑management firm with no AUM—specifically private placements, venture capital and cryptocurrency exposure—and an identified outside blockchain role for a firm principal (the ADV states those outside services will not be offered to clients). The firm also notes that it will not aggregate trades for multiple client accounts, will not accept proxy‑voting authority, and does not participate in wrap fee programs, operational choices that may affect trade execution and reporting relative to many peers.
Client services
Expertise
Fee options
$300,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Account minimum: $300,000
Main office
Tampa FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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