HARBOR ADVISORS
Firm details
- Headquarters
- WEST PALM BEACH, Florida
- CRD number
- 312432
- Registered since
- February 19, 2021
- Custodians
- MORGAN STANLEY & CO. LLC, INTERACTIVE BROKERS LLC, BANK OF BUTTERFIELD/BANK OF NEW YORK
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses99.43%
- HNWI0.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harbor Advisors is an SEC-registered investment adviser organized as an LLC and operating since 2021. The firm serves both high-net-worth individuals/families and institutional clients, offering discretionary portfolio management as well as non-discretionary arrangements. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Harbor Advisors reports no active ESG investing program and is not classified as a multi-state adviser. The business model centers on managing equity-heavy portfolios for a small number of large clients, with explicit advisory services for both individual/small-business accounts and business or institutional portfolios.
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 Equities97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1SHIAUJIE FU
Portfolio Manager, Investment AnalystCRD 7326560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1M in ETFs
100%
$1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $741K | 2,000 | 73.40% |
Location
WEST PALM BEACH, FL
PALM BEACH
Location
WEST PALM BEACH, FL
Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1400 Centrepark Blvd
- Time zone
- ET (UTC-5)
- Office locations
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