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 is listed as SEC-registered in 2021. The ownership is recorded as an individual proprietor and the firm's regulatory classification is unclassified in the supplied dataset. The record identifies Harley Capital as not acting as a capital allocator and not an active ESG investor. The firm is not flagged as a multi-state adviser, a pension consultant, or a related adviser in the data provided. The dataset does not include descriptions of client segments, fee schedules, or the firm's advisory and business activities, so there is limited public information on how Harley Capital positions its services or what client types it targets.

Assets & Accounts

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