Harpswell Capital Advisors, LLC
YARMOUTH, ME
Form ADV and provider website profile · CRD 168996 · regulatory data as of May 28, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Harpswell Capital Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$587MReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
79Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$587MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$587MTotal Firm AUM
$587MDiscretionary AUM
$0Non-discretionary AUM
79Total accounts
79Discretionary accounts
0Non-discretionary accounts
Client Mix by Firm AUM
$587MFirm AUM
Charities52.5%
Municipalities42.7%
High-Net-Worth3.5%
Individuals1.0%
Corporations0.2%
Banks0.1%
Reported Client Types
Source: Form ADV client recordsCharities52.5%
35 clients$308M firm assets
Municipalities42.7%
7 clients$251M firm assets
High-Net-Worth3.5%
6 clients$21M firm assets
Individuals1.0%
28 clients$6M firm assets
Corporations0.2%
2 clients$1M firm assets
Banks0.1%
1 clients$415,927 firm assets
Reported total79 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $308M | 35 | 52.5% |
| Municipalities | $251M | 7 | 42.7% |
| High-Net-Worth | $21M | 6 | 3.5% |
| Individuals | $6M | 28 | 1.0% |
| Corporations | $1M | 2 | 0.2% |
| Banks | $415,927 | 1 | 0.1% |
| Reported total | $587M | 79 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…