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, individual-owned registered investment adviser that began SEC registration in 2018. The firm provides fee-based portfolio management primarily to individual and family clients and small businesses, charging a percentage of assets under management. Its advisory activity centers on discretionary portfolio management rather than pension consulting or multi-state adviser work, and it does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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
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