Harpian LLC

Overview

Harpian LLC is organized as a limited liability company and appears to be an individually owned advisory business focused on portfolio management. Its stated advisory services include managing portfolios for individuals and small businesses as well as for businesses or institutional clients. The firm charges asset-based fees and also utilizes performance-based fee arrangements. FINTRX flags the adviser as an entity classified outside the platform’s standard buckets and notes that it is not positioned as a capital allocator. Regulatory and operational attributes in the record indicate Harpian LLC is not marked as a multi-state adviser, is not identified as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm is categorized under industry affiliations as an "Other Investment Adviser."

Assets & Accounts

Location & Offices