Harley Capital LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Westport, Connecticut
CRD number
310046
Registered since
October 21, 2021

Firm profile

FINTRX

Overview

Harley Capital LLC is organized as a limited liability company and appears in public filings as an SEC-registered adviser since 2021. The ownership is held by an individual and the firm is recorded under a regulatory classification of "unclassified." Available metadata identifies it as neither a capital allocator nor a pension consultant, and it is not designated as a related adviser. The firm does not present itself as an active ESG investor and is not listed as a multi-state adviser. The dataset includes no specific descriptions of investment strategies, client segments, fee schedules, or the advisory services Harley Capital delivers, so assessments of its target clients or portfolio construction approach cannot be drawn from the supplied information.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Egan

    Michael Egan

    Chief Compliance OfficerCRD 2269012

Contacts

3 of 3
  • Richard Onesto

    Richard Onesto

    FinOpCRD 2453096

  • Craig Bonn

    Craig Bonn

    Founding & Managing PartnerCRD 2280460

  • Amanda Tarasoff

    Amanda Tarasoff

    Director of Client ServicesCRD 5948174

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
274 Riverside Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth