Harbor Island Capital LLC
Firm details
- Headquarters
- Topsfield, Massachusetts
- CRD number
- 107457
- Registered since
- June 8, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.58%
- Other7.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harbor Island Capital LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm is owner-operated and focuses on portfolio management for individuals and small businesses, charging clients a percentage of assets under management. Its client base is individual and family investors. Harbor Island does not position itself as an ESG-focused manager, does not serve as a pension consultant, and is not listed 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 Equities94%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Contacts
1 of 1Paul Fortin
PresidentCRD 4338150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Topsfield, MA
Essex
Location
Topsfield, MA
Headquartered in Topsfield, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 7 Grove St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Essex Private Wealth Management LLC
RIATopsfield, MA
Tapparo Capital Management
RIATopsfield, MA
Heritage Holding
RIABoston, MA
Ironwood Investment Management, LLC
RIABoston, MA
TSW Wealth Management
RIAFramingham, MA
Rockingstone Advisors
RIAGreat Barrington, MA