HARMONY CAPITAL MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PRINCETON, New Jersey
CRD number
163175
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Harmony Capital Management LP is organized as a limited partnership and has been SEC-registered since 2012. FINTRX classifies the firm as an adviser that serves as a general partner, sponsor and managing member of pooled investment vehicles rather than as a traditional retail wealth manager. The record flags it as a single-state adviser (not multi-state), not an active ESG investor, and not a capital allocator or pension consultant. Ownership is listed as a domestic entity and individual combination.

Assets & Accounts

Investments & Alternatives

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
  • ROBERT FRIEDMAN

    PartnerCRD 214705

  • RONALD TAUBER

    Limited PartnerCRD 1367604

  • PETER LEVY (ESTATE)

    PartnerCRD 2455174

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PRINCETON, NJ

MERCER

Location

PRINCETON, NJ

Headquartered in PRINCETON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MERCER
Address
174 Nassau St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth