Harmony Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 325141
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harmony Capital Advisors, LLC is a small, New Hampshire–based limited liability company that operates as a hedge fund adviser serving individual and family clients. The firm provides portfolio management for both retail-sized clients and pooled investment vehicles, and it produces investor-facing publications and educational seminars. Its compensation combines a percentage of assets under management with performance-based fees, consistent with its hedge-fund orientation. Harmony does not market itself as an ESG investor and is not organized as a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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