Harbor Advisors
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 312432
- Registered since
- February 19, 2021
- Custodians
- MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC, BANK OF BUTTERFIELD/BANK OF NEW YORK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses99.43%
- HNWI0.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harbor Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is individually owned and manages assets for both high-net-worth individuals and institutional clients. Its advisory offering centers on discretionary portfolio management for individuals, small businesses and institutional entities, while fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Harbor Advisors does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1Shiaujie Fu
Portfolio Manager, Investment AnalystCRD 7326560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.1M in ETFs
100%
$1.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $853K | 2,000 | 77.93% |
Location
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1400 Centrepark Blvd
- Time zone
- ET (UTC-5)
- Office locations
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