HARLAN CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2017
Total AUM
$281M
Discretionary
$281M
100% of AUM
Avg account
$46.8M
Accounts
6
Employees
9
Advisory reps
2

Firm details

Headquarters
PALM BEACH, Florida
CRD number
163718
Registered since
May 30, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harlan Capital Partners LLC is a private equity manager that advises and operates pooled investment vehicles. The firm’s regulatory profile shows it as an SEC-registered adviser since 2017 operating as a limited liability company with an individual owner. Its business activity centers on portfolio management for pooled funds and it routinely serves as sponsor, general partner and managing member of those vehicles, which implies an active, control-oriented approach to deal selection and portfolio oversight. The firm serves institutional clients and charges both a percentage-of-assets fee and performance-based fees, aligning compensation with fund outcomes. Harlan Capital Partners is not identified as an active ESG investor and it is not registered as a multi-state adviser. Its primary classification is as a private equity fund manager rather than as a broad capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • LEONARD HARLAN

    Co-Founder and PartnerCRD 1871041

  • JOSHUA HARLAN

    Founder & Managing PartnerCRD 3250412

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALM BEACH, FL

PALM BEACH

Location

PALM BEACH, FL

Headquartered in PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
440 Royal Palm Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth