Harmonic Capital, LLC

RIASEC RegisteredEst. 2025
Total AUM
$13.4M
Discretionary
$13.4M
100% of AUM
Avg account
$13.4M
Accounts
1
Employees
6
Advisory reps
3

Firm details

Headquarters
,
CRD number
335516
Registered since
May 2, 2025
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Harmonic Capital, LLC is a limited liability company that provides portfolio management services to investment companies and targets institutional clients. The firm operates on a percentage-of-AUM fee model and is registered with the SEC (registration listed for 2025). Its self-description classifies it as "unclassified;" it is not a capital allocator, pension consultant, or related adviser to other entities. Harmonic Capital does not identify as an active ESG investor. Industry affiliation is listed as Other Investment Adviser, and ownership is noted as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Cynthia Crimmins

    CCOCRD 6976217

  • Aaron Dirlam

    Aaron Dirlam

    Co-FounderCRD 4774219

  • Paul Courtney

    Paul Courtney

    Director of ResearchCRD 6767072

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth