Harmony Capital Advisors, LLC

Overview

Harmony Capital Advisors, LLC is a small, equity-oriented investment adviser organized as a limited liability company and classified as a hedge fund. The firm serves a narrow client base of individuals and families and operates both separately managed accounts and at least one pooled vehicle. Its fee schedule combines a percentage-of-assets model with performance-based fees, consistent with the hedge-fund structure and active manager profile. Advisory activities include discretionary portfolio management for individuals and pooled investment vehicles, plus publication of periodicals and delivery of educational seminars and workshops. The firm does not self-identify as an active ESG investor. Investment preference skews heavily to equities, with exchange-traded securities forming the bulk of portfolio exposure. At the same time, Harmony Capital Advisors allocates to alternative strategies through third-party managers, notably real estate and digital currency exposures, and uses mutual funds as additional building blocks.

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Location & Offices