Overview
Assets Under Management: $227 million
Headquarters: TOPSFIELD, MA
High-Net-Worth Clients: 13
Average Client Assets: $16 million
Frequently Asked Questions
HARBOR ISLAND CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107457), HARBOR ISLAND CAPITAL LLC is subject to fiduciary duty under federal law.
HARBOR ISLAND CAPITAL LLC is headquartered in TOPSFIELD, MA.
HARBOR ISLAND CAPITAL LLC serves 13 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, HARBOR ISLAND CAPITAL LLC offers portfolio management for individuals. View all service details ↓
HARBOR ISLAND CAPITAL LLC manages $227 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, HARBOR ISLAND CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.07
Average High-Net-Worth Client Assets: $16 million
Total Client Accounts: 15
Discretionary Accounts: 15
Regulatory Filings
CRD Number: 107457
Last Filing Date: 2025-02-20 00:00:00
Website: https://harborislandcapital.com