Harpswell Capital Advisors, LLC
Firm details
- Headquarters
- Yarmouth, Maine
- CRD number
- 168996
- Registered since
- July 17, 2017
- Website
- www.harpswelladvisors.com
- Custodians
- PERSHING LLC, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations52.46%
- State / Municipal Government42.74%
- HNWI3.51%
- Individuals0.98%
- Corporations / Businesses0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Harpswell Capital Advisors, LLC is an independent, SEC-registered registered investment adviser that began filing in 2017 and operates as a limited liability company owned by an individual. The firm serves both individuals/families and institutional clients and charges fees as a percentage of assets under management. Its advisory services include comprehensive financial planning, portfolio management for individuals and businesses, selection of outside advisers, and client education through publications and workshops. Harpswell identifies itself as a capital allocator and appears to engage external managers as part of its investment process. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds40%
- US Government Bonds28%
- Exchange Traded Equities21%
- Cash & Cash Equivalents4%
- Private Funds3%
Contacts
2 of 2
John Moore
Managing PartnerCRD 5486450
Vanessa Bryant
Vice PresidentCRD 6803715
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$164M in ETFs
80%
$131M
20%
$33.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ESG INTERNATIONAL STOCK ETF (VSGX) | Vanguard | Passive | Foreign Large Blend | $47.1M | 571,525 | 28.67% |
Location
Yarmouth, ME
Cumberland
Location
Yarmouth, ME
Headquartered in Yarmouth, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 500 Us Route 1
- Time zone
- ET (UTC-5)
- Office locations
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