Napatree Capital LLC
● SEC registered since 2021CRD 292776SEC# 801-120842Westerly, RI
Reg. AUM
$260M
Employees
4
Accounts
454
Location
Westerly, RI
Napatree Capital LLC assets under management
Napatree Capital LLC is an SEC-registered investment adviser based in Westerly, RI. The firm has been registered since 2021. It reports $260 million in regulatory assets under management and employs 4 people.
Napatree Capital LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Michael Liguori Control | Partner, Chief Investment Officer And Chief Compliance Officer | Over 75% | 2018 |
| Matthew Russell Landon | Partner | 10-25% | 2023 |
Frequently asked questions
How much does Napatree Capital LLC manage?
Napatree Capital LLC reports $260 million in regulatory assets under management on its Form ADV.
How many employees does Napatree Capital LLC have?
Napatree Capital LLC reports 4 employees.
Where is Napatree Capital LLC located?
Napatree Capital LLC is based in Westerly, RI and has been SEC-registered since 2021.
Does Napatree Capital LLC disclose fund performance?
Napatree Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 90 Beach Street, Westerly, RI 02891 |
| Phone | (401) 868-1115 |
| Fax | (413) 280-5137 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$260M▲ 66%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$260Mregulatory AUM
Discretionary $257.1MNon-discretionary $2.8M