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| HARA Capital LLC
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|---|---|
| CRD # | 315108 |
| SEC # | 801-128043 |
| CIK # | 0002010015 |
| AUM | $168.1 M (2025-03-27) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 425-522-2322 |
| Address | 13555 SE 36th St Bellevue, WA 98006 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010015 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| PBF Energy Inc | 12.7 | ||
| Ensco PLC | 7.3 | ||
| Noble Corp PLC | 5.2 | ||
| Source Capital Inc /DE/ | 4.7 | ||
| Exxon Mobil Corp | 4.6 | ||
| California Resources Corp | 4.3 | ||
| Currencyshares Japanese YEN Trust | 3.6 | ||
| Microsoft Corp | 2.9 | ||
| BlackRock Municipal 2030 Target Term Trust | 2.6 | ||
| HF Sinclair Corp | 2.5 | ||
| Schlumberger Ltd /NV/ | 2.5 | ||
| Halliburton Co | 2.3 | ||
| Tidewater Inc | 2.2 | ||
| Apple Inc | 2.0 | ||
| Japan Smaller Capitalization Fund Inc | 2.0 | ||
| Templeton Global Income Fund | 1.7 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| Newmont Mining Corp /DE/ | 1.5 | ||
| J P Morgan Chase & Co | 1.3 | ||
| Alphabet Inc | 1.3 | ||
| Intuit Inc | 1.2 | ||
| Walt Disney Co | 1.2 | ||
| National Oilwell Varco Inc | 1.2 | ||
| Canadian Natural Resources Ltd | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.8 |
| (b) Individuals (high net worth individuals) | 28 | 155.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 10.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 168.1 |
| By Discretionary | ||
| Discretionary | 114 | 166.9 |
| Non-Discretionary | 5 | 1.3 |
| Total | 119 | 168.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.1 | |
| Total | 119 | 168.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010015] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heisten Financial LLC
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|
AK | 0.2 |
|
Kapusta Financial Group Inc
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|
PA | 0.2 |
|
Safebridge LLC
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NC | 0.2 |
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Oxenfree Capital LLC
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FL | 0.2 |
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Element Squared LLC
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MN | 0.2 |
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Clark & Stuart Inc
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ME | 0.2 |
|
Counterweight Ventures LLC
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NC | 0.2 |
|
Weingarten Associates LLC
✚
|
NJ | 0.2 |
|
Sensible Portfolios LLC
✚
|
0.2 | |
|
Wealth Management of the Bluegrass LLC
✚
|
KY | 0.2 |