Harlow Capital Management LLC

RIASEC & State Registered
Total AUM
$133M
Discretionary
$133M
100% of AUM
Avg account
$805K
Accounts
165
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
133918
Registered since
May 19, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
Client types
  • HNWI86.47%
  • Pooled Investment Vehicles6.2%
  • Charitable Organizations4.01%
  • Individuals3.06%
  • Corporations / Businesses0.27%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harlow Capital Management LLC is a privately owned investment firm organized as an LLC and registered with the SEC in 2026. The firm operates with a hedge-fund classification while serving both high-net-worth individuals and institutional clients. Its advisory scope includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles. Harlow supplements advisory services with brokerage activities tied to insurance and other financial-product distribution. Fee arrangements are varied: the firm uses asset-based fees, fixed fees, commissions and performance-based components. Harlow is not an active ESG investor, does not present itself as a multi-state adviser, and does not list pension consulting or related-adviser roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 47%, US Government Bonds 38%, Private Funds 6%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 4%47%
  • Exchange Traded Equities47%
  • US Government Bonds38%
  • Private Funds6%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents4%

Owners & executives

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Contacts

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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

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth