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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 07/2013
- Type
- Individual
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 08/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| John Patrick Moore | Managing Member/President/Cco | 07/2013 | Individual | Yes | 75% or more |
| Vanessa Michelle Bryant | Vice President | 08/2020 | Individual | Yes | 5% but less than 10% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVJP
John Patrick Moore
Managing Member/President/Cco
VM
Vanessa Michelle Bryant
Vice President
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives2
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateJul 17, 2017
CRD number168996