Hara Capital LLC
HARA Capital LLC is a registered investment adviser headquartered in Bellevue, Washington. Founded in 2023, the firm serves primarily high net worth individuals and a small number of charitable organizations, managing assets totaling approximately $168.1 million as of March 2025. The firm appears to be a boutique advisor with a very small team, reporting only one employee.
Investment Strategy
HARA Capital LLC primarily manages discretionary investment portfolios for high net worth individuals and charitable organizations. The firm's disclosed holdings show a focus on both domestic equities and international financial instruments, with particular allocations to energy, technology, financial, and resource sectors. Its approach is hands-on, targeting diversification across a range of large-cap and sector-specific stocks, and incorporating both growth and value investment philosophies. As all accounts are US-based and primarily discretionary, the strategy is tailored to individual client objectives, aiming for capital appreciation with risk management through sector balance.
Top Holdings
Equity Positions (310)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PBF | PBF ENERGY INC CLASS A | 7.90% | $12.7M | 588,009 | $36.28 | $21.67 | +$4.2M |
V VGSH | VANGUARD SHORT TERM TREASURY ETF | 6.56% | $10.6M | 180,054 | $58.64 | $58.78 | +$2.9M |
V VAL | VALARIS LTD F | 4.53% | $7.3M | 173,382 | $50.59 | $42.11 | +$2.0M |
V VGIT | VANGUARD INTER-TERM TREAS INDEX FD | 4.04% | $6.5M | 108,884 | $59.32 | $59.81 | +$20.9K |
G GBIL | GOLDMAN SACHS ACCES TREAS 0 1 YR ETF | 3.23% | $5.2M | 51,961 | $100.15 | $100.15 | +$4.9M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Bellevue, WA , United States | |
 | Portfolio Manager | London, United Kingdom |