SEC Form ADV

NAPATREE CAPITAL LLC

Firm profile: Napatree Capital — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserRI
$260.0M
Assets Under Management
454
Total Clients
4
Employees
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Registration Details

Accession
CRD-292776
Location
WESTERLY, RI
Filing Date
March 18, 2025
AUM
$260.0M
Total Clients
454
Institutional Clients
5
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

NAPATREE CAPITAL LLC is a registered investment adviser headquartered in WESTERLY, RI, managing approximately $260.0M in assets across 454 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.