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Harlan Capital Partners LLC

Palm Beach, FLSEC-registered investment adviserCRD 163718

Filed as HARLAN CAPITAL PARTNERS LLC

Harlan Capital Partners LLC is an SEC-registered investment advisory firm in Palm Beach, FL, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

9 years
registered since 2017
$280,783,338
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Harlan Capital Partners LLC compensated?

On its Form ADV (Item 5.E, October 2026), Harlan Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Harlan Capital Partners LLC located?

Harlan Capital Partners LLC's principal office is in Palm Beach, FL, according to its Form ADV.

Is Harlan Capital Partners LLC registered with the SEC or a state?

Harlan Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 163718.

How much does Harlan Capital Partners LLC manage?

Harlan Capital Partners LLC reports $280,783,338 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

How have Harlan Capital Partners LLC's assets and staff changed since 2021?

In the Form ADV data for Harlan Capital Partners LLC: Regulatory assets under management: $224,550,272 in the October 2021 data and $280,783,338 in the October 2026 data, up 25%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Harlan Capital Partners LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

Does Harlan Capital Partners LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/163718

Does Harlan Capital Partners LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 30, 2026 says: "Typically, Harlan will require a minimum investment of up to $2,000,000, although Harlan maintains discretion to individually waive, increase or reduce the minimum investment required."

What changed in Harlan Capital Partners LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 4 to 6. Regulatory assets under management went from $323,967,170 to $280,783,338 (-13%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
Typically, Harlan will require a minimum investment of up to $2,000,000, although Harlan maintains discretion to individually waive, increase or reduce the minimum investment required.

As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$280,783,338

$280,783,338 as of October 2026, filing dated March 30, 2026.

Discretionary: $280,783,338.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 6 Assets $280,783,338 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2017 (9 years)
Employees
Total: 9. Performing investment advisory functions: 6.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$225M 2021 $244M 2022 $306M 2023 $333M 2024 $324M 2025 $281M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$280,783,3389March 30, 2026
October 2025$323,967,1707March 27, 2025
October 2024$333,324,0756August 27, 2024
October 2023$306,332,6006April 14, 2023
October 2022$244,381,5246May 12, 2022
October 2021$224,550,2725September 30, 2021

Regulatory assets under management: $224,550,272 in the October 2021 data and $280,783,338 in the October 2026 data, up 25%.

Total employees: 5 in October 2021 and 9 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 4 to 6.
    • Regulatory assets under management went from $323,967,170 to $280,783,338 (-13%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
harlancapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Harlan Capital Partners LLC (CRD 163718): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/harlan-capital-partners-llc-palm-beach-fl-163718