Harch Capital Management, LLC (Boca Raton)

Name: Harch Capital Management, LLC
Address: 7400 North Federal Highway, Boca Raton, FL, 33487
Telephone: 561-226-6199

Harch Capital Management, LLC is a mid-sized advisory firm based in Boca Raton. It manages $33.93 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Florida.

Harch Capital Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harch Capital Management: assets under management

The assets under management (AUM) of Harch Capital Management, LLC is $33.93 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.61 million each.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harch Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Joseph William Harch serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Joseph William Harch is high net worth individuals with 8 clients and $33.82 million of assets under management. Among the 1 most similar advisory firms, Harch Capital Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $33.93 million for 13 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Harch Capital Management doesn't advise any private funds.

Careers at Harch Capital Management, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Joseph William Harch has been acting as President since 1 Jun 2006. James Christopher Didonato joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph William Harch	Chairman	1 Jun 2006	50% - 75%	1331665
Michael Eric Lewitt	President, chief compliance officer	1 Jun 2006	50% - 75%	1706492
James Christopher Didonato	Chief compliance officer	1 Apr 2011	Other	1203048
Joseph William Harch	Chief compliance officer	1 Mar 2013	75% - 100%	1331665

Based in Boca Raton

The principal office where Harch Capital Management, LLC performs its advisory services is located at 7400 North Federal Highway, Boca Raton, FL 33487, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-226-6199 or by fax 866-903-7870. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at harchcapital.com/.