Harlow Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,946,260
Clients
100
Advisors
1
of 1 employees
About
Harlow Capital Management is an SEC‑registered independent investment adviser that manages discretionary separate accounts for individuals, high‑net‑worth clients, corporations, trusts, charitable organizations, and private pooled funds. In addition to portfolio management for individuals, the firm advises and sponsors private pooled investment vehicles and serves as the general partner for those funds.
The firm follows a value‑oriented equity approach supplemented by high‑quality fixed income when appropriate, using both fundamental and technical analysis and implementing strategies tailored to each client’s objectives. Portfolios are managed on a discretionary basis with the ability to impose client restrictions; the firm also employs instruments and techniques such as leverage, options, and short selling as part of its toolkit and provides regular portfolio reviews and periodic reporting.
Noteworthy features that differentiate the firm from many small independent advisers include its direct sponsorship and management of multiple private funds and pooled vehicles alongside separately managed accounts, and the use of performance‑based compensation arrangements for certain accounts and funds — arrangements the firm discloses and monitors for conflicts. The firm also discloses limited other business activities that are uncommon among peers, including a life‑insurance license with occasional insurance commissions and compensation from private company board or consulting roles.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 2.0% $1,000,001 - $5,000,000: 1.5% $5,000,001 - $10,000,000: 1.0%
Life insurance sales commissions (small portion of annual compensation)
20% performance fee on excess returns above 12% for equity accounts over $1,000,000; 20% performance allocations on net profits for private funds
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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