Harpswell Capital Advisors

Financial Services • 500 US Route One, Suite 203, United States • 1-10 Employees

Company overview

Headquarters	500 US Route One, Suite 203, Yarmouth, Maine 04096, US
Phone number	+14277227
Website	harpswelladvisors.com
NAICS	52
SIC	628
Keywords	Investments, Wealth Management, Foundations, Endowments, Institutional Investments, Active Investing, Passive Investing, Ocio, Esg Investing, Rfp Execution, Government Endowments, Investing For Religious Institutions, Investment Committee Advocacy, Investment Manager Review, Investment Policy Analysis, Non-Profit Investments, Cash+ Portfolios
Founded	2013
Employees	1-10
Socials

Key Contact at Harpswell Capital Advisors

Preston Noon

Marketing Director

About Harpswell Capital Advisors

Harpswell Capital Advisors, LLC is an innovative investment advisor dedicated to serving foundations, endowments, and institutions. The firm was founded with a civic mission to serve non-profits and we measure success by the impact we have on the institutions we serve and their communities. Harpswell embraces the OCIO (outsourced chief investment officer) model for endowment investing and the firm draws on its team of accomplished investment professionals to offer specialized and custom investment solutions for each client who we partner with. Harpswell’s OCIO model for investing utilizes multiple specialized fund managers across all asset classes who each fulfill a specific mandate within the endowment and we compliment those allocations with a judicious utilization of passive investment funds. Harpswell serves a prestigious roster of foundations, endowments, governments and families throughout the United States. The firm’s institutional advisory specialization focuses on OCIO endowment management and our advisory services for larger institutions centers around RFP execution, investment policy analysis and investment committee advocacy.

Harpswell Capital Advisors revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Director

Employees by Department

Harpswell Capital Advisors has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Harpswell Capital Advisors has never raised funding before.

Harpswell Capital Advisors Tech Stack

Discover the technologies and tools that power Harpswell Capital Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

reCAPTCHA

Security

Google Maps

Maps

jQuery

JavaScript libraries

Stimulus

JavaScript frameworks

HSTS

Security

MailChimp

Google Analytics

Analytics

YouTube

Video players

Adobe Fonts

Font scripts

Jotform

Form builders

Google Hosted Libraries

CDN

Frequently asked questions

Harpswell Capital Advisors is located in 500 US Route One, Suite 203, US.

You can reach Harpswell Capital Advisors at +14277227.

Harpswell Capital Advisors was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Harpswell Capital Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Harpswell Capital Advisors

Preston Noon

Marketing Director

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