Harbor Ithaka is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aventura, FL. Its latest Form ADV filing, dated March 31, 2026, reports $171M in regulatory assets under management, 7 employees, and 70 accounts.
Assets Under Management
$171M
Employees
7
Offices
--
Total Clients
43
Primary office
AVENTURA, FL
19505 BISCAYNE BOULEVARD, SUITE 2350, AVENTURA, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.7% of total clients.
Top client categories% of clientsClients
1
HNWI
76.7%
33
2
Pooled Investment Vehicles
23.3%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of March 31, 2026
Discretionary80.1%
$137M
80% of total RAUM80.1%
Non-discretionary19.9%
$34M
20% of total RAUM19.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$171M
Total Accounts70
10Y AUM Change+$68M (+66.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee6:1
10Y Employee Change+1 (+16.7%)
* 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.