NAPATREE CAPITAL LLC
CRD #292776 SEC #801-120842 WESTERLY, RI (401) 868-1115
SEC Registered
Total AUM
$260M
Discretionary
$257.1M
Employees
4
Clients
10
Accounts
454
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Rhode Island
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Steczkowski, Jacqueline | I | DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| Steczkowski, Jacqueline | I | DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| Steczkowski, Jacqueline | I | DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| Steczkowski, Jacqueline | I | DIRECTOR OF CLIENT EXPERIENCE | NA | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | D | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | D | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | D | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | D | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | D | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| LIGUORI, JEFFREY, MICHAEL | I | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | C | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | C | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | C | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | C | Control |
| Maynard, James, Caldwell | I | PARTNER AND CHIEF OPERATING OFFICER | C | Control |
| LANDON, MATTHEW, RUSSELL | I | PARTNER | B | |
| LANDON, MATTHEW, RUSSELL | I | PARTNER | B | |
| LANDON, MATTHEW, RUSSELL | I | PARTNER | B | |
| LANDON, MATTHEW, RUSSELL | I | PARTNER | B | |
| LANDON, MATTHEW, RUSSELL | I | PARTNER | B | |
| LANDON, MATTHEW, RUSSELL | I | PARTNER | B |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (5)
CT MA NH RI TX
Address
90 BEACH STREETWESTERLY, RI 02891
United States
Phone: (401) 868-1115