NAPATREE CAPITAL LLC

90 Beach Street
Westerly, Rhode Island 02891
Tel: (401) 868-1115

About NAPATREE CAPITAL LLC

NAPATREE CAPITAL LLC, formally registered with the SEC as NAPATREE CAPITAL LLC. The firm was established in 04/16/2021. They have over 2 offices throughout the country.

NAPATREE CAPITAL LLC is a Westerly, Rhode Island based Financial Planning firm with nearly $156,839,830 assets under management, offering retirement planning & investment advisory services to 308 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292776
SEC#	801-120842
Assets Managed by Firm	$156,839,830
No. of Clients	308
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	308	$156,839,830
Individuals (other than high net worth individuals)	85	$11,038,545
High net worth individuals	69	$134,724,708
Pension and profit sharing plans	Fewer than 5 clients	$5,555,274
Charitable organizations	Fewer than 5 clients	$5,521,303

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