HARBOR GROUP INTERNATIONAL, LLC

RIASEC RegisteredEst. 2017
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$39.5M
Accounts
96
Employees
293
Advisory reps
8

Firm details

Headquarters
NORFOLK, Virginia
CRD number
285895
Registered since
January 3, 2017
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harbor Group International, LLC is organized as an LLC and operates as a private equity fund manager serving institutional clients. The firm is SEC‑registered (since 2017) and describes its primary advisory activity as portfolio management for pooled investment vehicles. It also acts in sponsor and GP/manager roles for pooled vehicles, indicating it both manages and sponsors funds rather than functioning primarily as a third‑party allocator. Harbor Group identifies as an active ESG investor and charges fees based on a percentage of assets under management along with other arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • CARLA STONER

    Chief Financial OfficerCRD 5389173

  • JORDAN SLONE

    Chairman & CEOCRD 5657101

  • CHRISTOPHER GRUSZCZYNSKI

    Managing Director, Chief Legal OfficerCRD 3075220

Contacts

3 of 5
  • PINCHAS MENDLOVIC

    Managing DirectorCRD 5657254

  • JAY ZWIEBEL

    Executive Manager DirectorCRD 5657120

  • JR. LITTON

    PresidentCRD 5657116

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NORFOLK, VA

NORFOLK CITY

Location

NORFOLK, VA

Headquartered in NORFOLK, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
NORFOLK CITY
Address
999 Waterside Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth