Harmonic Capital, LLC

RIASEC RegisteredEst. 2025
Total AUM
$13.4M
Discretionary
$13.4M
100% of AUM
Avg account
$13.4M
Accounts
1
Employees
6
Advisory reps
3

Firm details

Headquarters
,
CRD number
335516
Registered since
May 2, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Harmonic Capital, LLC is an SEC-registered institutional registered investment adviser formed as an LLC and registered in 2025. The firm serves institutional clients and provides portfolio management services specifically for investment companies. Its compensation is based on a percentage of assets under management. The firm does not identify as an active ESG investor and is not listed as a capital allocator; it classifies itself as an institutional RIA and is affiliated as an investment adviser.

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

Contacts

3 of 3
  • Cynthia Crimmins

    CCOCRD 6976217

  • Aaron Dirlam

    Aaron Dirlam

    Co-FounderCRD 4774219

  • Paul Courtney

    Paul Courtney

    Director of ResearchCRD 6767072

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth