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Harpswell Capital Advisors, LLC logo

Harpswell Capital Advisors, LLC

YARMOUTH, ME

Form ADV and provider website profile · CRD 168996 · regulatory data as of May 28, 2026

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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.
This is the registered adviser’s official SEC-filed Form ADV Part 2A brochure. The viewer opens directly to Item 5. The disclosure may describe activities beyond the provider’s OCIO offering.

Fees and Compensation

Official SEC PDF
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