LP Profile

Napatree Capital

Also known as napatree

Wealth ManagerWesterly, United StatesFounded 2017
Westerly
Headquarters
Investment Focus

About Napatree Capital

An independent, client-centric investment management boutique in RI with over 80 years of combined wealth advisory, private banking and investing experience

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Napatree Capital from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$260.0M
Total Clients
454
Filing Date
March 18, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Napatree Capital across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Napatree Capital?

Napatree Capital is a wealth manager based in Westerly, United States.

Where is Napatree Capital headquartered?

Napatree Capital is headquartered in Westerly, United States.

When was Napatree Capital founded?

Napatree Capital was founded in 2017.

How can I contact Napatree Capital?

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