H
CRD: 130229
Harper Capital Management, Ltd.
Cold Spring, NY, 10516
8452654104
$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2013
- Office Locations
- 1
Office Locations
10 Julia Lane Suite 101 Cold Spring NY
About Harper Capital Management, Ltd.
Harper Capital Management, Ltd. is a Cold Spring-based RIA. The firm has been operating for 13 years. Managing $18.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$18.1M AVG AUM / ADVISOR
$647.7K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Vector Peak Beacon Optima
Client Personas
Matrix zenith
Investment Themes
Quantum unison
Investment Vehicles
Optima pioneer
Services
Fusion signal Alpha Zenith vector Crest Harbor catalyst
Owner & Executives
C
CAROL ANN POWELL
DIRECTOR, Owner, President, TREASURER
- CRD
- #2125134
- Ownership
- 75% or more
(729) 547-1874
vertex.catalyst@capitalcapital.com
in linkedin.com/in/radial-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,134,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,134,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,134,566
Equity - Exchange:
29.6% Cash:
17.4% Corporate - Investment Grade:
14.6% U.S. Government/Agency:
8.4% Municipal Bonds:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,737,915,231 | 29.6% |
| Cash | $1,021,612,332 | 17.4% |
| Corporate - Investment Grade | $857,214,945 | 14.6% |
| U.S. Government/Agency | $493,192,160 | 8.4% |
| Municipal Bonds | $1,761,400,572 | 30.0% |
| Total | $5,871,335,240 | 100.0% |