Hedge Fund
    SEC Registered
    Manages Private Funds

    Harpswell Capital Advisors, LLC

    Registered investment advisor · Yarmouth, Maine · CRD #168996

    Assets Under Management
    $587M
    Client Accounts
    79
    Employees
    5
    CRD Number
    168996
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Harpswell Capital Advisors, LLC

    Harpswell Capital Advisors, founded in 2013, is a boutique investment advisory firm based in Yarmouth, Maine, specializing in endowment management and private equity. The firm focuses on providing custom investment solutions for foundations, endowments, and institutions, and was named to the 2020 Top Charitable Financial Advisor Firms list.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Harpswell Capital Advisors, LLC

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    Frequently Asked Questions

    What is Harpswell Capital Advisors, LLC's AUM?

    Harpswell Capital Advisors, LLC reports approximately $587M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Harpswell Capital Advisors, LLC headquartered?

    Harpswell Capital Advisors, LLC is headquartered in Yarmouth, Maine.

    What is Harpswell Capital Advisors, LLC's CRD number?

    Harpswell Capital Advisors, LLC's CRD number is 168996. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Harpswell Capital Advisors, LLC manage?

    Harpswell Capital Advisors, LLC manages approximately 79 client accounts according to its latest SEC filing.

    Is Harpswell Capital Advisors, LLC SEC registered?

    Yes, Harpswell Capital Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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