A complete list of active advisors currently associated with Harlow Capital Management LLC
Warmer can help you find a great advisor at Harlow Capital Management LLC or one who fits your needs even better.
Harlow Capital Management provides discretionary portfolio management and investment advisory services to individuals, high‑net‑worth clients, corporations, trusts, charitable organizations, and private pooled funds. In addition to managing separately managed accounts, the firm operates private pooled vehicles offered to accredited and qualified investors. The firm employs a disciplined, value‑oriented process using fundamental and technical analysis to select public equities and fixed‑income securities and may use leverage, options, and short selling as part of its strategies. Its pooled vehicles and single‑purpose funds pursue sector‑focused themes, most notably an energy infrastructure fund that targets marketable securities of midstream and related companies and vehicles tied to healthcare and aerospace investments. Noteworthy distinctions include acting as a private fund adviser and fund sponsor/general partner for those pooled vehicles and charging performance‑based fees on certain accounts and funds, arrangements the firm discloses and monitors for conflicts of interest. The firm also discloses occasional insurance brokerage activity that generates commission income, recent conversion to SEC registration, and the closing and distribution of several single‑purpose funds — features that are less common among independent advisers of similar size.
To learn more about the advisors currently working at Harlow Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 25
|
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