Elected Manager, Member · Palm Beach Capital Management III, LLC
James W. Harpel
CRD 1472201 · Named on Form ADV at one SEC-registered adviser
At a glance
Palm Beach Capital Management III, LLC, an SEC-registered private fund adviser based in West Palm Beach, FL with $999 million in regulatory assets, lists James W. Harpel on its Form ADV as Elected Manager, Member, a control person.
Firms and roles
- Palm Beach Capital Management III, LLCElected Manager, MemberPrivate fund adviser · West Palm Beach, FL · $999M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Shaun L. McGruderElected Manager, Member, Palm Beach Capital Management III, LLC
- Michael L. SchmickleElected Manager, Member, Palm Beach Capital Management III, LLC
- Nathan S. WardElected Manager, Member, Palm Beach Capital Management III, LLC
- Christopher S. FelderChief Compliance Officer/chief Executive Officer, Palm Beach Capital Management III, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.