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Napatree Capital LLC

● SEC registered since 2021CRD 292776SEC# 801-120842Westerly, RI
Export (members)
Reg. AUM
$260M
Employees
4
Accounts
454
Location
Westerly, RI

Napatree Capital LLC assets under management

Napatree Capital LLC is an SEC-registered investment adviser based in Westerly, RI. The firm has been registered since 2021. It reports $260 million in regulatory assets under management and employs 4 people.

Napatree Capital LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Michael Liguori ControlPartner, Chief Investment Officer And Chief Compliance OfficerOver 75%2018
Matthew Russell LandonPartner10-25%2023

Frequently asked questions

How much does Napatree Capital LLC manage?

Napatree Capital LLC reports $260 million in regulatory assets under management on its Form ADV.

How many employees does Napatree Capital LLC have?

Napatree Capital LLC reports 4 employees.

Where is Napatree Capital LLC located?

Napatree Capital LLC is based in Westerly, RI and has been SEC-registered since 2021.

Does Napatree Capital LLC disclose fund performance?

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

Contact & registration

Address90 Beach Street, Westerly, RI 02891
Phone(401) 868-1115
Fax(413) 280-5137
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$257.1M
Non-discretionary$2.8M
Total (RAUM)$260M