HARPSWELL CAPITAL ADVISORS, LLC
CRD #168996 SEC #801-110825 YARMOUTH, ME 207-926-1380
SEC Registered
Total AUM
$497.4M
Discretionary
$497.4M
Employees
6
Clients
10
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $497.4M | $497.4M | $0 | 6 | 0 |
| Mar 2024 | $446.2M | $446.2M | $0 | 7 | 0 |
| Mar 2023 | $401.5M | $401.5M | $0 | 6 | 0 |
| Mar 2022 | $471.9M | $471.9M | $0 | 6 | 0 |
| Mar 2021 | $240.9M | $240.9M | $0 | 5 | 0 |
| Jun 2020 | $178.9M | $178.9M | $0 | 5 | 0 |
| Mar 2020 | $178.9M | $178.9M | $0 | 5 | 0 |
| Mar 2019 | $157.8M | $157.8M | $0 | 5 | 0 |
| Mar 2018 | $139M | $139M | $0 | 5 | 2 |
| Jun 2017 | $116.2M | $116.2M | $0 | 3 | 1 |
| Jun 2017 | $281.9M | $116.2M | $165.7M | 3 | 1 |
| May 2014 | $52.7M | $52.7M | $0 | 4 | 1 |
| Mar 2014 | $52.3M | $52.3M | $0 | 4 | 1 |
| Oct 2013 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$497.4M
Discretionary$497.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$446.2M
Discretionary$446.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$401.5M
Discretionary$401.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$471.9M
Discretionary$471.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$240.9M
Discretionary$240.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$178.9M
Discretionary$178.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees5
Clients2
DateJun 2017
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees3
Clients1
DateJun 2017
Total AUM$281.9M
Discretionary$116.2M
Non-Disc.$165.7M
Employees3
Clients1
DateMay 2014
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$52.3M
Discretionary$52.3M
Non-Disc.$0
Employees4
Clients1
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0