Bull Harbor Capital LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 27, 2026, reports $355M in regulatory assets under management, 43 employees, 1 office, and 424 accounts.
Assets Under Management
$355M
Employees
43
Offices
1 office
Total Clients
426
Primary office
BETHESDA, MD
7101 WISCONSIN AVENUE, SUITE 1202, BETHESDA, MD, United States
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
293
2
HNWI
30.0%
128
3
Corporations
0.9%
4
4
Pension Plans
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$355Mas of March 27, 2026
Discretionary100.0%
$355M
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.
Total AUM$355M
Total Accounts424
10Y AUM Change+$355M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee10:1
10Y Employee Change+40 (+1333.3%)
* 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.