|
⚲
|
| Harlan Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 163718 |
| SEC # | 801-110552 |
| CIK # | |
| AUM | $306.3 MM (2023-03-24) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 561-467-5400 |
| Address | 440 Royal Palm Way Palm Beach, FL 33480 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Harlan Special Opportunities Fund V LP | [2023-03-24] | 44.4 | 66.0 |
| PE | Harlan Thrasio SPV LP | [2021-03-11] | 4.7 | 27.5 |
| PE | Harlan Special Opportunities Fund IV LP | [2019-03-13] | 91.3 | 130.6 |
| PE | Harlan Special Opportunities Fund III LP | [2017-03-24] | 67.6 | 54.1 |
| PE | Harlan Special Opportunities Fund II LP | [2014-03-28] | 51.1 | 24.0 |
| PE | Harlan Special Opportunities Fund LP | [2013-07-30] | 26.6 | 4.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 306.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 306.3 |
| By Discretionary | ||
| Discretionary | 6 | 306.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 306.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.3 | |
| Total | 6 | 306.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Leonard Harlan | 8 | ||
| Joshua Harlan | 6 | ||
| Harlan Capital Partners LLC | 5 | ||
| Harlan Thrasio SPV GP LLC | 1 | ||
| Harlan Capital GP LLC | 1 | ||
| Harlan Capital GP II LLC | 1 | ||
| Harlan Capital GP III LLC | 1 | ||
| Harlan Capital GP IV LLC | 1 | ||
| Harlan Capital GP V LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Isometry Capital LLC
✚
|
NY | 0.3 |
|
Goanna Capital Management LLC
✚
|
FL | 0.3 |
|
Upper Bay Infrastructure Management LP
✚
|
NY | 0.3 |
|
Brasil Capital Adviser LLC
✚
|
FL | 0.3 |
|
Augment Infrastructure Managers Advisory LLC
✚
|
MD | 0.3 |
|
Equality Asset Management LP
✚
|
MA | 0.3 |
|
Winona Capital Management LLC
✚
|
IL | 0.3 |
|
GIP Investment Adviser LLC
✚
|
MA | 0.3 |
|
Genrock Capital Management LP
✚
|
FL | 0.3 |
|
Beringer Capital Management Inc
✚
|
0.3 |