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Harlow Capital Management LLC

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Client assets under management

$118,946,260

Clients

100

78% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

100

Very High

Average account size

$1,189,463

About

Harlow Capital Management, LLC provides discretionary investment management for a mix of individual and institutional clients, including individuals, high‑net‑worth clients, corporations, trusts, charitable organizations and private pooled funds. The firm manages separately managed equity and fixed‑income accounts and sponsors and advises private funds, including sector‑focused vehicles such as an energy infrastructure fund and several single‑purpose funds.

The adviser follows a value‑oriented, disciplined process that emphasizes fundamental analysis supplemented by technical analysis and tailors asset allocation to each client’s objectives and risk tolerance. HCM may employ leverage, options and short selling as part of its strategies, and conducts at least bi‑monthly portfolio reviews while allowing clients to set investment restrictions on separate accounts.

What distinguishes the firm from many peers is that it acts as a fund sponsor and private fund adviser through a related general partner (Arbco, L.L.C.), offers pooled investment vehicles, and uses performance‑based fee arrangements on both qualified separate accounts (a 20% performance fee over a 12% target for certain equity accounts) and on its funds (20% of net profits). The firm also discloses occasional commission‑based activities from life insurance sales and consulting roles and recently transitioned to SEC registration while closing and distributing assets from two single‑purpose funds, all of which are addressed in its fund and advisory disclosures.

Client services

Portfolio management

Expertise

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 2.0% annually $1,000,001 - $5,000,000: 1.5% annually $5,000,001 - $10,000,000: 1.0% annually

Commissions

Life insurance products sold on commission basis by Mr. Harlow (small portion of total compensation)

Performance-based

20% of excess performance above 12% annually for equity separate accounts over $1,000,000; 20% of net profits annually for private funds.

Other

Account minimum: $250,000

Main office location

Harlow Capital Management LLC

Dallas TX, United States

Number of offices

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

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