Harmonic Capital, LLC
RIASEC Registered
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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