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Asset ManagerRIA · CRD 312995State-Registered Investment Adviser

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HARLAN FINANCIAL LLC

HARLAN FINANCIAL LLC is a state-registered investment adviser with $63 million in regulatory assets under management. The firm has 1 employee and 1...

Overview

HARLAN FINANCIAL LLC is a state-registered investment adviser with $63 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment advisory team.

General information

Firm type

Asset Manager

Year founded

1999

Location

Region

North America

Country

United States

City

Dana Point

Corporate office

Dana Point, CA, United States

Principals

Michael J. Harlan

President

Sector focus

Real EstatePrivate Credit

Frequently asked questions

Who runs investment decisions at Harlan Financial?

Michael J. Harlan, the founder and President, leads the firm's investment and underwriting decisions. Prior to founding Harlan Financial in 1999, he served as President of U.S. Bancorp's institutional real estate division, where he managed portfolio and origination activities. The firm maintains an in-house underwriting team rather than outsourcing credit decisions.

Is Harlan Financial connected to Harlan Capital Partners or other similarly-named firms?

No. Harlan Financial LLC in Dana Point, California, is a distinct entity from Harlan Capital Partners, a separate investment firm focused on specialty finance and real estate private credit based in Palm Beach, Florida. The two firms have no disclosed affiliation.

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