{"url":"https://nivawealth.com/firms/harlan-capital-partners-163718","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/163718","regulatoryAum":280783338,"crd":"163718","history":[{"filedOn":"2021-03-11","regulatoryAum":224550272,"clients":5,"employees":5,"offices":1},{"filedOn":"2022-05-12","regulatoryAum":244381524,"clients":5,"employees":6,"offices":1},{"filedOn":"2023-04-14","regulatoryAum":306332600,"clients":6,"employees":6,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":333324075,"clients":8,"employees":6,"offices":1},{"filedOn":"2025-03-27","regulatoryAum":323967170,"clients":7,"employees":7,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":280783338,"clients":6,"employees":9,"offices":1}],"secFileNumber":"801-110552","legalName":"Harlan Capital Partners LLC","displayName":"Harlan Capital Partners","slug":"harlan-capital-partners-163718","website":"https://harlancapital.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/harlan-capital-partners-llc","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"440 Royal Palm Way, Suite 300","city":"Palm Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"33480"},"tradeNames":[],"registration":{"secApproved":"30 May 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":9,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":280783338,"discretionary":280783338,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":280783338}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Harlan Capital Partners has custody of $278M in client assets for 6 clients.","leadership":[{"name":"Joshua Harlan","title":"Chief Compliance Officer/Managing Member","crd":"3250412"},{"name":"Leonard Harlan","title":"Member","crd":"1871041"}],"ownership":[{"label":"Joshua Harlan","detail":"Chief compliance officer/managing member in the 75% or more ownership band and a control person, since October 2010."},{"label":"Leonard Harlan","detail":"Member in the 10% to 25% ownership band, since January 2011."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"440 Royal Palm Way, Suite 300","city":"Palm Beach","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-467-5400","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":6},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/163718/PDF/163718.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Harlan Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Harlan Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Harlan Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Harlan Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Harlan Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Harlan Capital Partners registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Harlan Capital Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}