Updated:
Harpswell Capital Advisors
Harpswell Capital Advisors is an SEC-registered investment adviser in Yarmouth, ME, registered since 2017. The firm manages $587 million in assets.
Overview
Harpswell Capital Advisors is an SEC-registered investment adviser in Yarmouth, ME, registered since 2017. The firm manages $587 million in assets. It has 5 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Yarmouth
Corporate office
500 US Route 1, Suite 203, Yarmouth, ME 04096, United States
Principals
John P. Moore
Chief Investment Officer and Strategist
Vanessa Bryant
Vice President
Claude R. Perrier
Vice President, CPA
Sector focus
Frequently asked questions
Who makes investment decisions at Harpswell Capital Advisors?
John P. Moore, CFA, serves as Chief Investment Officer and Strategist, leading asset allocation and manager selection. He is supported by Vice President Claude R. Perrier, who specializes in manager due diligence and integrated investment strategies (per the firm website).
What is Harpswell's investment approach?
The firm follows an endowment-style approach, allocating across specialized managers in venture capital, private equity, hedge funds, and public markets. It emphasizes diversification and uses a mix of active and passive funds to maximize risk-adjusted returns (per the firm website).
Does Harpswell publicly disclose AUM or performance?
No. The firm does not publish AUM or performance figures on its website. Its total client assets under advisement remain undisclosed (Altss research).
Does Harpswell also run a direct investment fund or is it purely advisory?
Harpswell operates as an advisory firm, not a direct fund manager. It uses the OCIO model, hiring and monitoring third-party fund managers across asset classes. No direct investment funds or proprietary vehicles are indicated on the firm's website.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Harpswell Capital Advisors in Altss
Explore available research and relationship coverage for this adviser in Altss.