WEST PALM BEACH, FLCRD 312432Latest ADV February 27, 2026
Harbor Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated February 27, 2026, reports $852M in regulatory assets under management, 1 employee, and 10 accounts.
Assets Under Management
$852M
Employees
1
Offices
--
Total Clients
10
Primary office
WEST PALM BEACH, FL
1400 CENTREPARK BLVD, SUITE 950, WEST PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 80.0% of total clients.
Top client categories% of clientsClients
1
Corporations
80.0%
8
2
HNWI
20.0%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$852Mas of February 27, 2026
Discretionary99.4%
$847M
99% of total RAUM99.4%
Non-discretionary0.6%
$5M
1% of total RAUM0.6%
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$852M
Total Accounts10
10Y AUM Change+$852M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee10:1
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.