Harrell Investment Partners, LLC
● SEC registered since 2018CRD 299166SEC# 801-114354Austin, TX
Reg. AUM
$662.4M
Employees
6
Accounts
766
Location
Austin, TX
Harrell Investment Partners, LLC assets under management
Harrell Investment Partners, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2018. It reports $662.4 million in regulatory assets under management and employs 6 people.
Harrell Investment Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Victoria Bodine Control | Chief Operating Officer And Partner | Under 5% | 2024 |
| Dilda Deepak Dalvi Control | Chief Compliance Officer | Under 5% | 2023 |
| Robert King Harrell Control | Elected Manager | Over 75% | 2018 |
Frequently asked questions
How much does Harrell Investment Partners, LLC manage?
Harrell Investment Partners, LLC reports $662.4 million in regulatory assets under management on its Form ADV.
How many employees does Harrell Investment Partners, LLC have?
Harrell Investment Partners, LLC reports 6 employees.
Where is Harrell Investment Partners, LLC located?
Harrell Investment Partners, LLC is based in Austin, TX and has been SEC-registered since 2018.
Does Harrell Investment Partners, LLC disclose fund performance?
Harrell Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3814 Medical Parkway, Austin, TX 78756 |
| Phone | 512-759-8000 |
| Fax | 512-759-8100 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1802882 |
| Discloses disciplinary history | No |
Regulatory AUM
$662.4M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$662.4Mregulatory AUM
Discretionary $609.6MNon-discretionary $52.8M