HARBOR ISLAND CAPITAL LLC
Firm details
- Headquarters
- TOPSFIELD, Massachusetts
- CRD number
- 107457
- Registered since
- June 8, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.58%
- Other7.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harbor Island Capital LLC is an individually owned, SEC-registered investment adviser that began registration in 2018. The firm focuses on discretionary portfolio management for individuals, families and small businesses and charges clients a fee based on a percentage of assets under management. Harbor Island identifies equities as its primary area of emphasis and does not position itself as an ESG-focused or multi-state adviser.
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
Asset composition
- Exchange Traded Equities92%
- Public Funds/Mutual Funds4%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1PAUL FORTIN
PresidentCRD 4338150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOPSFIELD, MA
ESSEX
Location
TOPSFIELD, MA
Headquartered in TOPSFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 7 Grove St
- Time zone
- ET (UTC-5)
- Office locations
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