Harwood Capital LLP

RIASEC RegisteredEst. 2012
Total AUM
$61.4M
Discretionary
$61.4M
100% of AUM
Avg account
$2.2M
Accounts
28
Employees
14
Advisory reps
4

Firm details

Headquarters
London,
CRD number
161632
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI46.28%
  • Corporations / Businesses35.42%
  • Other18.31%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Harwood Capital LLP is a limited liability partnership that has been SEC-registered since 2012. The firm serves both individual/family and institutional clients and operates as a qualified custodian rather than a capital allocator. Its advisory work centers on discretionary portfolio management across individuals and small businesses, pooled investment vehicles, and institutional or business accounts. Fee arrangements combine a percentage-of-AUM component with performance-based fees. Harwood is not positioned as an ESG-focused adviser, does not present itself as a multi-state adviser, and does not identify as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Non-Exchange Traded Equities 37%63%
  • Exchange Traded Equities63%
  • Non-Exchange Traded Equities37%

Owners & executives

1 of 1
  • Christopher Hart

    Christopher Hart

    Chief Operating Officer And DirectorCRD 7160699

Contacts

3 of 3
  • Jones Stavros

    Head of TradingCRD 7890893

  • Alexander Illingworth

    Fund ManagerCRD 7890932

  • Syed Arafat Shah

    Syed Arafat Shah

    Head of Group ComplianceCRD 6997745

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
6 Stratton St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth