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NAPATREE CAPITAL LLC
CRD 292776 · SEC 801-120842
90 BEACH STREET, WESTERLY, RI, 02891, United States
Phone
(401) 868-1115
Fax
(413) 280-5137
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.0M
Discretionary AUM
$257.1M
Team
4 total employees; 4 advisory reps; 20 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $13.9M |
| High net worth individuals | 114 | $229.2M |
| Charitable organizations | 5 | $10.5M |
States served
MA, RI, TX, NH, CT
All web addresses on file
Official SEC filing: View on IAPD