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| Harrell Investment Partners LLC
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|---|---|
| CRD # | 299166 |
| SEC # | 801-114354 |
| CIK # | 0001802882 |
| AUM | 662.4 M (2026-02-17) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 512-759-8000 |
| Address | 3814 Medical Parkway Austin, TX 78756 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 34.1 | ||
| Apple Inc | 30.0 | ||
| Nvidia Corp | 27.1 | ||
| J P Morgan Chase & Co | 15.8 | ||
| Alphabet Inc | 15.2 | ||
| Microsoft Corp | 14.8 | ||
| Analog Devices Inc | 13.0 | ||
| Wal Mart Stores Inc | 12.5 | ||
| Eaton Corp Ltd | 11.7 | ||
| Amazon Com Inc | 10.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 104 | 36.8 |
| (b) Individuals (high net worth individuals) | 82 | 622.6 |
| (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 | 0 | 3.1 |
| (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 | 766 | 662.4 |
| By Discretionary | ||
| Discretionary | 749 | 609.6 |
| Non-Discretionary | 17 | 52.8 |
| Total | 766 | 662.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 662.4 | |
| Total | 766 | 662.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802882] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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