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HARLAN CAPITAL PARTNERS LLC

440 Royal Palm Way
Suite 300
Palm Beach, Florida 33480
Tel: 561-467-5400

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About HARLAN CAPITAL PARTNERS LLC

HARLAN CAPITAL PARTNERS LLC, formally registered with the SEC as HARLAN CAPITAL PARTNERS LLC. The firm was established in 05/30/2017. They have over 1 offices throughout the country.

HARLAN CAPITAL PARTNERS LLC is a Palm Beach, Florida based Financial Planning firm with nearly $333,324,075 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#163718
SEC#801-110552
Assets Managed by Firm$333,324,075
No. of Clients8
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total8$333,324,075

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