Wealth Manager
    SEC Registered
    Manages Private Funds

    Napatree Capital LLC

    Registered investment advisor · Westerly, Rhode Island · CRD #292776

    Assets Under Management
    $260M
    Client Accounts
    454
    Employees
    4
    CRD Number
    292776
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Napatree Capital LLC

    Napatree Capital LLC is a SEC-registered investment advisory firm headquartered in Westerly, Rhode Island, managing approximately $260M in regulatory assets across 454 client accounts. The firm's full regulatory record is filed with the SEC under CRD #292776.

    Fee Structure

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

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    Frequently Asked Questions

    What is Napatree Capital LLC's AUM?

    Napatree Capital LLC reports approximately $260M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Napatree Capital LLC headquartered?

    Napatree Capital LLC is headquartered in Westerly, Rhode Island.

    What is Napatree Capital LLC's CRD number?

    Napatree Capital LLC's CRD number is 292776. 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 Napatree Capital LLC manage?

    Napatree Capital LLC manages approximately 454 client accounts according to its latest SEC filing.

    Is Napatree Capital LLC SEC registered?

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

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