Harpswell Capital Advisors, LLC
● SEC registered since 2017CRD 168996SEC# 801-110825Yarmouth, ME
Reg. AUM
$587M
Employees
5
Accounts
79
Location
Yarmouth, ME
Harpswell Capital Advisors, LLC assets under management
Harpswell Capital Advisors, LLC is an SEC-registered investment adviser based in Yarmouth, ME. The firm has been registered since 2017. It reports $587 million in regulatory assets under management and employs 5 people.
Harpswell Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Patrick Moore Control | Managing Member/President/Cco | Over 75% | 2013 |
| Vanessa Michelle Bryant Control | Vice President | 5-10% | 2020 |
Frequently asked questions
How much does Harpswell Capital Advisors, LLC manage?
Harpswell Capital Advisors, LLC reports $587 million in regulatory assets under management on its Form ADV.
How many employees does Harpswell Capital Advisors, LLC have?
Harpswell Capital Advisors, LLC reports 5 employees.
Where is Harpswell Capital Advisors, LLC located?
Harpswell Capital Advisors, LLC is based in Yarmouth, ME and has been SEC-registered since 2017.
Does Harpswell Capital Advisors, LLC disclose fund performance?
Harpswell Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 US Route 1, Suite 203, Yarmouth, ME 04096 |
| Phone | 207-926-1380 |
| Office hours | 8:00-5:00 |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1806630 |
| Discloses disciplinary history | No |
Regulatory AUM
$587M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$587Mregulatory AUM
Discretionary $587M