Overview
Assets Under Management: $157 million
Headquarters: WESTERLY, RI
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Frequently Asked Questions
NAPATREE CAPITAL LLC 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 #292776), NAPATREE CAPITAL LLC is subject to fiduciary duty under federal law.
NAPATREE CAPITAL LLC is headquartered in WESTERLY, RI.
NAPATREE CAPITAL LLC serves 114 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, NAPATREE CAPITAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
NAPATREE CAPITAL LLC manages $157 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, NAPATREE CAPITAL LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.17
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 308
Discretionary Accounts: 303
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 292776
Last Filing Date: 2025-02-28 00:00:00
Website: https://napatreecapital.com