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Harrell Investment Partners, LLC

● SEC registered since 2018CRD 299166SEC# 801-114354Austin, TX
Export (members)
Reg. AUM
$598.6M
Employees
5
Accounts
769
Location
Austin, TX

Harrell Investment Partners, LLC assets under management

Harrell Investment Partners, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2018. It reports $598.6 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/harrell-investment-partnersView on SEC.gov ↗

Harrell Investment Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anna Victoria Bodine ControlChief Operating Officer And PartnerUnder 5%2024
Dilda Deepak Dalvi ControlChief Compliance OfficerUnder 5%2023
Robert King Harrell ControlElected ManagerOver 75%2018

Frequently asked questions

How much does Harrell Investment Partners, LLC manage?

Harrell Investment Partners, LLC reports $598.6 million in regulatory assets under management on its Form ADV.

How many employees does Harrell Investment Partners, LLC have?

Harrell Investment Partners, LLC reports 5 employees.

Where is Harrell Investment Partners, LLC located?

Harrell Investment Partners, LLC is based in Austin, TX and has been SEC-registered since 2018.

Does Harrell Investment Partners, LLC disclose fund performance?

Harrell Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3814 Medical Parkway, Austin, TX 78756
Phone512-759-8000
Fax512-759-8100
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1802882
Discloses disciplinary historyNo

Assets under management

Discretionary$572.1M
Non-discretionary$26.6M
Total (RAUM)$598.6M