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

More Retirement Planning firms in Westerly, Rhode Island:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIAM LLC 900 Salem Street Smithfield, RI, 02917	$219,221,467,379	605	168
PROVIDENCE EQUITY PARTNERS L.L.C. 50 Kennedy Plaza 18th Floor Providence, RI, 02903	$24,631,658,238	40	143
CITIZENS SECURITIES, INC. One Citizens Bank Way, Jcb135 Johnston, RI, 02043	$9,188,004,183	53044	418
NAUTIC PARTNERS, LLC 50 Kennedy Plaza, 17th Floor Providence, RI, 02903-2393	$7,825,588,486	19	70
PARSONS CAPITAL MANAGEMENT INC 40 Westminster Street Ste 400 Providence, RI, 02903	$1,879,594,055	1833	21

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