Harper Capital Partners

Overview

Harper Capital Partners is a small, individually owned advisory firm focused on discretionary portfolio management for individual and family clients and small businesses. The firm tilts heavily toward public equities, with a clear preference for exchange-traded securities as the primary vehicle for client exposure. Management appears to run concentrated, account-level equity programs rather than large multi-asset institutional solutions, and the firm charges both a percentage-of-AUM fee and may use performance-based fees for certain mandates. Harper Capital Partners does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices