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| Happy Holidays!! thanks for using AUM13F!! |
| Harpswell Capital Advisors LLC
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| CRD # | 168996 |
| SEC # | 801-110825 |
| CIK # | 0001806630 |
| AUM | $497.4 M (2025-03-24) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 207-926-1380 |
| Address | 500 US Route 1 Yarmouth, ME 04096 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 3.3 |
| (b) Individuals (high net worth individuals) | 10 | 21.3 |
| (c) Banking or thrift institutions | 1 | 0.4 |
| (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 | 35 | 237.8 |
| (i) State or municipal government entities | 3 | 234.7 |
| (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 | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 497.4 |
| By Discretionary | ||
| Discretionary | 64 | 497.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 64 | 497.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.4 | |
| Total | 64 | 497.4 |
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|---|---|---|
|
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✚
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WA | 0.5 |
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|
GEN Financial Management Inc
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|
Alta Wealth Advisors LLC
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|
MA | 0.5 |
|
Guidance Point Advisors LLC
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|
0.5 | |
|
OLIO Financial Planning LLC
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|
VA | 0.5 |
|
Hiltop Partners LLC
✚
|
IN | 0.5 |