Overview
Assets Under Management: $51 million
High-Net-Worth Clients: 15
Average Client Assets: $1.5 million
Frequently Asked Questions
HARWOOD CAPITAL LLP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #161632), HARWOOD CAPITAL LLP is subject to fiduciary duty under federal law.
HARWOOD CAPITAL LLP serves 15 high-net-worth clients according to their SEC filing dated November 01, 2024. View client details ↓
According to their SEC Form ADV, HARWOOD CAPITAL LLP offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HARWOOD CAPITAL LLP manages $51 million in client assets according to their SEC filing dated November 01, 2024.
According to their SEC Form ADV, HARWOOD CAPITAL LLP serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.65%
Average Client Assets: $1.5 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 161632
Filing ID: 1910690
Last Filing Date: 2024-11-01 14:45:00