Investment adviser · CRD 113380

HARPER ASSOCIATES, LLC

Investment adviser filing (IA)

STATEN ISLAND, NY, United States · Form ADV filed Mar 11, 2013

Regulatory AUM
$5.1M
Form ADV · Item 5.F
Client accounts
156
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 11, 2013. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

4062 AMBOY ROAD
STATEN ISLAND, NY, 10308, United States

CRD 113380

Filing source

Form ADV 710088 · Mar 11, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.