AUMdb

Harlow Capital Management Llc

State-registered Insurance-Affiliated · Small ($100M–$1B) CRD 133918 · SEC file 801-135907 · · WWW.HARLOW-CAPITAL.COM
☆ Save with Pro ADV data as of May 15, 2026
Regulatory AUM
$133M
Discretionary
$133M
Clients
111
Avg AUM / client
$1.2M
Accounts
165
Employees
1

AUM over time

$74.2M $133M
Dec 20, 2011 May 15, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 22 $4.1M 3.06%
High net worth individuals 78 $115M 86.5%
Pooled investment vehicles (non-investment companies) 3 $8.2M 6.2%
Charitable organizations 7 $5.3M 4.01%
Corporations and other businesses 1 $357K 0.27%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Mar 2012 · $7.6M combined gross assets

FundTypeDomicileGross assetsOwners
Arbco Partners, Lp Hedge Fund Texas $4.1M 1
Harlow Energy Infrastructure Fund I, L.P. Hedge Fund Texas $3.5M 1

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Colby Lynn Harlow President/Chief Compliance Officer Jan 2005 (22y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $7.6M gross assets)

FundTypeGross assetsMin. investmentOwners
Arbco Partners, Lp Hedge Fund $4.1M $250K 1
Harlow Energy Infrastructure Fund I, L.P. Hedge Fund $3.5M $250K 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/15/2026 1.63 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Commissions
  • Performance-based fees
  • Other fees
  • HCM OCCASIONALLY CHARGES A FEE TO ADMINISTER AN ESTATE

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.

View current Form ADV (SEC/IAPD) ↗