Overview
Assets Under Management: $171 million
Headquarters: AVENTURA, FL
High-Net-Worth Clients: 33
Average Client Assets: $1.9 million
Frequently Asked Questions
HARBOR ITHAKA 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 #170580), HARBOR ITHAKA is subject to fiduciary duty under federal law.
HARBOR ITHAKA is headquartered in AVENTURA, FL.
HARBOR ITHAKA serves 33 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, HARBOR ITHAKA offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
HARBOR ITHAKA manages $171 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, HARBOR ITHAKA serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.41%
Average Client Assets: $1.9 million
Total Client Accounts: 70
Discretionary Accounts: 54
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 170580
Filing ID: 2089147
Last Filing Date: 2026-03-31 12:40:02