Blakely Harbor Advisors, LLC

RIASEC Registered

Total AUM

$68.9M

Discretionary

$63.2M

92% of AUM

Avg account

$6.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New Haven, Connecticut
CRD number: 152249
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM
Client types: Charitable Organizations85.9%
HNWI12.93%
Individuals1.17%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Blakely Harbor Advisors, LLC operates as a small, fee-based investment adviser that positions itself as a capital allocator for institutional clients while also providing portfolio management for individuals, small businesses, and other businesses or institutions. The firm charges a percentage-of-AUM fee and offers manager selection services, indicating it sources and places client capital with third‑party advisers in addition to managing separate accounts directly. The adviser does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser.