Harlow Capital Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$133M
Discretionary
$133M
100% of AUM
Avg account
$805K
Accounts
165
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
133918
Registered since
May 19, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
Client types
  • HNWI86.47%
  • Pooled Investment Vehicles6.2%
  • Charitable Organizations4.01%
  • Individuals3.06%
  • Corporations / Businesses0.27%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harlow Capital Management LLC is a privately owned LLC that operates as a hedge fund-style registered adviser. The firm became SEC-registered in 2026 and serves both individual/family and institutional clients. Its business mix includes traditional portfolio management for individuals and small businesses as well as management of pooled investment vehicles; it also acts as an insurance broker and sells other financial products. Ownership is held by an individual and the firm employs a mix of fee arrangements — percentage-of-AUM, fixed fees, commissions, performance-based fees and other structures. Harlow does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, US Government Bonds 38%, Private Funds 6%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 4%47%
  • Exchange Traded Equities47%
  • US Government Bonds38%
  • Private Funds6%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Colby Harlow

    Colby Harlow

    President and Chief Compliance OfficerCRD 3206186

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth