HARBOR FINANCIAL INSTITUTE LTD
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 340081
- Registered since
- December 17, 2025
Firm profile
FINTRXOverview
Harbor Financial Institute Ltd operates as a limited liability company and is classified as an unclassified entity. Established in 2025, the firm is registered with the SEC and engages in business activities primarily as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). While the firm does not actively pursue ESG investments, it maintains affiliations with broker-dealers and other investment advisers. Harbor Financial Institute Ltd focuses on private equity, managing one fund in this category, which reflects its investment strategy and preferences.
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
Contacts
1 of 1JINXIN YAO
DirectorCRD 8202669
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 1401 Lawrence St
- Time zone
- MT (UTC-7)
- Office locations
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