HARBOUR ISLAND CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
340637

Firm profile

FINTRX

Overview

Harbour Island Capital Management, LLC is organized as a limited liability company with an individual owner and a corporate classification listed as unclassified. The firm’s record indicates it does not operate as a multi-state adviser, is not positioned as a capital allocator, and is not identified as an active ESG investor or a pension consultant. Its regulatory profile in the dataset is sparse on typical advisory activities and fee structure. The firm is affiliated with pooled-vehicle roles: it is recorded as a CPO or CTA and as a sponsor, general partner, or managing member of pooled investment vehicles. That combination of roles points to a business centered on establishing and running private funds rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MATTHEW SCHISSLER

    Founder and CEOCRD 6291990

Contacts

2 of 2
  • Sarfraz Hajee

    ManagerCRD 7699046

  • MARK GROBER

    ManagerCRD 5088352

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
7702 E Doubletree Ranch Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth