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NAPATREE CAPITAL LLC

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

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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 StatusApproved
Firm CRD#292776
SEC#801-120842
Assets Managed by Firm$156,839,830
No. of Clients308
No. of Advisors6

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 ClientsAUM
Firm Total308$156,839,830
Individuals (other than high net worth individuals)85$11,038,545
High net worth individuals69$134,724,708
Pension and profit sharing plansFewer than 5 clients$5,555,274
Charitable organizationsFewer than 5 clients$5,521,303

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PROVIDENCE EQUITY PARTNERS L.L.C.
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CITIZENS SECURITIES, INC.
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Johnston, RI, 02043
$9,188,004,18353044418
NAUTIC PARTNERS, LLC
50 Kennedy Plaza, 17th Floor
Providence, RI, 02903-2393
$7,825,588,4861970
PARSONS CAPITAL MANAGEMENT INC
40 Westminster Street Ste 400
Providence, RI, 02903
$1,879,594,055183321

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