Harlan Capital Partners provides portfolio management for pooled vehicles. The firm advises 6 private funds.
Harlan Capital Partners reports 6 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($281M across 6 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $281M | 100.0% | $46.8M |
| Total | 6 | $281M | 100% | $46.8M |
- Clients
- 6
- Regulatory AUM
- $281M
- AUM share
- 100.0%
- Avg. per client
- $46.8M
Total
- Clients
- 6
- Regulatory AUM
- $281M
- AUM share
- 100%
- Avg. per client
- $46.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 6
Harlan Capital Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Joshua Harlan owns 75% or more of Harlan Capital Partners. The leadership team of Harlan Capital Partners includes Chief Compliance Officer Joshua Harlan. It has 9 employees, 6 of them in advisory roles.
Leadership
- Joshua HarlanChief Compliance Officer/Managing Member
- Leonard HarlanMember
Staff
- 9 employees
- 6 in advisory functions
- Owns 75% or more of Harlan Capital Partners LLC
Joshua Harlan
Control person · since October 2010
- Owns 10% to 25% of Harlan Capital Partners LLC
Leonard Harlan
since January 2011
Harlan Capital Partners’ regulatory assets grew from $225M (March 2021) to $281M (March 2026); clients rose from 5 to 6 and employees from 5 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $281M | 6 | 9 | 1 |
| March 2025 | $324M | 7 | 7 | 1 |
| March 2024 | $333M | 8 | 6 | 1 |
| April 2023 | $306M | 6 | 6 | 1 |
| May 2022 | $244M | 5 | 6 | 1 |
| March 2021 | $225M | 5 | 5 | 1 |
Besides its headquarters, Harlan Capital Partners has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 440 Royal Palm Way, Suite 300, Palm BeachHQ
Contact and registration details
- Legal name
- Harlan Capital Partners LLC
- Headquarters
- 440 Royal Palm Way, Suite 300, Palm Beach, FL 33480
- Website
- harlancapital.com
- Phone
- 561-467-5400
- @harlan-capital-partners-llc
- SEC file
- 801-110552
- Structure
- Delaware LLC
- Fiscal year end
- December
Harlan Capital Partners has custody of $278M in client assets for 6 clients.
How many clients does Harlan Capital Partners have?
Harlan Capital Partners has 6 clients and manages $281 million for them, as of March 2026. They include 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Harlan Capital Partners offer?
Harlan Capital Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Harlan Capital Partners have?
Harlan Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Harlan Capital Partners?
Harlan Capital Partners’ direct owners are Joshua Harlan (75% or more) and Leonard Harlan (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Harlan Capital Partners get paid?
Harlan Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Harlan Capital Partners registered with the SEC?
Yes, Harlan Capital Partners has been registered with the SEC as an investment adviser since 30 May 2017. Its CRD number is 163718 and its SEC file number is 801-110552.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Harlan Capital Partners?
Harlan Capital Partners’ main office is at 440 Royal Palm Way, Suite 300, Palm Beach, FL 33480. Its phone number is 561-467-5400. Its website is harlancapital.com.