Harbor Island Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Topsfield, MA. Its latest Form ADV filing, dated March 6, 2026, reports $278M in regulatory assets under management, 2 employees, and 14 accounts.
Assets Under Management
$278M
Employees
2
Offices
--
Total Clients
14
Primary office
TOPSFIELD, MA
7 GROVE STREET, UNIT 302, TOPSFIELD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.9% of total clients.
Top client categories% of clientsClients
1
HNWI
92.9%
13
2
FAMILY LIMITED PARTNERSHIPS
7.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$278Mas of March 6, 2026
Discretionary100.0%
$278M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$278M
Total Accounts14
10Y AUM Change+$160M (+136.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee7:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.