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Building 2NAPATREE CAPITAL LLC

Map pinWESTERLY, RI
Phone(401) 868-1115
NotebookSEC #801-120842
Total AUM
$260M
Employees
4
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 BEACH STREET
WESTERLY
RI 02891
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(401) 868-1115
Other Offices
1

ReceiptFinancials

Total AUM
$260M
Accounts
454
Discretionary
$257.1M
Accounts
431
Non-Discretionary
$2.8M
Accounts
23

ContactClients

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Individual Clients
67
AUM
$13.9M
HNW Individual Clients
114
AUM
$229.2M
Pension/Profit Sharing Plan Clients
1
AUM
$6.4M
Charitable Organization Clients
5
AUM
$10.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANHRITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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