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HARPER CAPITAL MANAGEMENT, LTD.
CRD 130229
10 JULIA LANE SUITE 101, COLD SPRING, NY, 10516-0312, United States
Phone
845-265-4104
Fax
845-265-3258
Registration
— (—)
Source
State registered
Total AUM
$18.1M
Discretionary AUM
$18.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-12-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $4.9M |
| High net worth individuals | 12 | $13.2M |
Official SEC filing: View on IAPD