Little Harbor Advisors, LLC
Firm details
- Headquarters
- Marblehead, Massachusetts
- CRD number
- 168700
- Registered since
- August 27, 2013
- Website
- www.littleharboradvisors.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies96.45%
- Pooled Investment Vehicles3.55%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Little Harbor Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager since 2013. The firm serves institutional clients and performs portfolio management for registered investment companies and pooled investment vehicles. Its regulatory and operating activities include acting as a CPO/CTA and serving as sponsor, general partner, or managing member of pooled vehicles. Little Harbor charges fees tied to assets under management and other fee arrangements; it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Randall Carrigan
Chief Legal Officer and Managing DirectorCRD 3063179
Jeffrey Landle
Chief Investment OfficerCRD 1039917
Mark Grader
Chief Operating Officer, Managing PrincipalCRD 2531780
Contacts
3 of 4
Eyk Van Otterloo
Founding MemberCRD 4339176
Richard Roche
Managing DirectorCRD 1002171
John Hassett
PresidentCRD 4840733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$212M in ETFs
100%
$212M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $162M | 216,634 | 76.37% |
Location
Marblehead, MA
Essex
Location
Marblehead, MA
Headquartered in Marblehead, 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
- 30 Doaks Ln
- Time zone
- ET (UTC-5)
- Office locations
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