Harrell Investment Partners is an investment advisor in Austin with $450.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
832373368
SEC advisor number
801-114354
FINRA CRD number
299166
AUM ?
$450.83 mm
(as of 10 May 23)
Accounts
747
(as of 10 May 23)
Employees
6
(4 investment advisory or research)
Address
Harrell Investment Partners
3814 MEDICAL PARKWAY
AUSTIN
TX 78756
3814 MEDICAL PARKWAY
AUSTIN
TX 78756
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
512-759-8000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Harrell, Robert, King | Elected Manager | 10/2018 | > 75% |
Dalvi, Dilda, Deepak | Chief Compliance Officer | 05/2023 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22