# NAPATREE CAPITAL LLC

NAPATREE CAPITAL LLC of WESTERLY, RI is an SEC-registered investment adviser.

## Registration

- CRD: 292776
- Type: SEC-registered investment adviser
- SEC file number: 801-120842
- Location: 90 BEACH STREET, WESTERLY, RI, 02891
- Phone: (401) 868-1115
- Latest filing: 2025-03-18
- Regulatory AUM: $260.0M
- Discretionary AUM: $257.1M
- Non-discretionary AUM: $2.8M
- Clients: 4
- Accounts: 454

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Michael Liguori | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Matthew Russell Landon | PARTNER | — |
| Jacqueline Steczkowski | DIRECTOR OF CLIENT EXPERIENCE | — |
| LIGUORI JEFFREY MICHAEL | PARTNER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Maynard James Caldwell | PARTNER AND CHIEF OPERATING OFFICER | — |
| LANDON MATTHEW RUSSELL | PARTNER | — |
| Steczkowski Jacqueline | DIRECTOR OF CLIENT EXPERIENCE | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| LONGMEADOW | MA | 1 | (401) 868-1115 |
| LONGMEADOW | MA | 1 | (401) 868-1115 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292776/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292776/similar
- Related entities: https://search.stillhousedata.com/firm/292776/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292776

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.