Investment adviser · CRD 168996
HARPSWELL CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
YARMOUTH, ME, United States · Form ADV filed May 28, 2026
- Regulatory AUM
- $587M Form ADV · Item 5.F
- Client accounts
- 79 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 35 | $307,941,458 | 52.5% |
| Government entities | 7 | $250,901,318 | 42.7% |
| High-net-worth individuals | 6 | $20,592,451 | 3.5% |
| Individuals | 28 | $5,771,492 | 1.0% |
| Corporations & businesses | Fewer than 5 | $1,422,139 | 0.2% |
| Banks & thrifts | Fewer than 5 | $415,927 | 0.1% |
Filing source
Form ADV 2108536 · May 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: May 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
500 US ROUTE 1, SUITE 203YARMOUTH, ME, 04096, United States
CRD 168996
Filing source
Form ADV 2108536 · May 28, 2026 · 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.