Investment adviser · CRD 312432
HARBOR ADVISORS
Investment adviser filing (IA)
HARBOR ADVISORS LLC
WEST PALM BEACH, FL, United States · Form ADV filed Feb 27, 2026
- Regulatory AUM
- $852M Form ADV · Item 5.F
- Client accounts
- 10 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 8 | $846,847,687 | 99.4% |
| High-net-worth individuals | Fewer than 5 | $4,889,389 | 0.6% |
Filing source
Form ADV 2047133 · Feb 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1400 CENTREPARK BLVD, SUITE 950WEST PALM BEACH, FL, 33401, United States
CRD 312432
Filing source
Form ADV 2047133 · Feb 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.