Napatree Capital LLC
Napatree Capital LLC is an SEC-registered wealth manager in Westerly, RI with $260.0M assets under management (AUM, regulatory AUM), +66% over one year. See who owns Napatree Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292776, SEC 801-120842, data through 2025-03-18.
- AUM (assets under management / regulatory AUM)
- $260.0M (2025-03-18)
- Firm type
- Wealth Manager
- Location
- Westerly, RI
- Employees
- 4
- Clients
- 154
- CRD
- 292776
- Ownership
- Maynard, James, Caldwell; LIGUORI, JEFFREY, MICHAEL; Steczkowski, Jacqueline; LANDON, MATTHEW, RUSSELL
How much AUM does Napatree Capital LLC have?
Napatree Capital LLC reported $260.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-03-18).
Who owns Napatree Capital LLC?
Disclosed owners and executives of Napatree Capital LLC include Maynard, James, Caldwell, LIGUORI, JEFFREY, MICHAEL, Steczkowski, Jacqueline, LANDON, MATTHEW, RUSSELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.