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HARBOR GROUP INTERNATIONAL, LLC
CRD 285895File 801-108747
APPROVED
Custody
Filing as of Apr 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.79B
Top 25% of cohort (national)
Discretionary AUM
$3.79B
Clients
96
96 accounts
Employees
293
Top 10% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 3, 2017
- Principal office
- 999 WATERSIDE DRIVE, SUITE 2300, NORFOLK, VA, 23510
- Phone
- 757-640-0800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.79B
- Discretionary AUM
- $3.79B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 96
- Non-discretionary accounts
- 0
- Total accounts
- 96
- AUM per client
- $39.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 96 | $3.79B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CARRIED INTEREST
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 291 | 293 | increased by2 |
| Apr 1, 2026 | Clients | 128 | 96 | decreased by32 |
| Apr 1, 2026 | AUM | $4,231,274,710 | $3,787,606,138 | decreased by$443,668,572 |
| Apr 1, 2026 | Accounts | 128 | 96 | decreased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 128 | 291 | increased by163 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 161 | 128 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,937,887,379 | $4,231,274,710 | increased by$2,293,387,331 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 161 | 128 | decreased by33 |
| Apr 1, 2022 | Employees | 75 | 128 | increased by53 |
| Apr 1, 2022 | Clients | 150 | 161 | increased by11 |
| Apr 1, 2022 | AUM | $1,246,312,170 | $1,937,887,379 | increased by$691,575,209 |
| Apr 1, 2022 | Accounts | 150 | 161 | increased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARBOR GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARBOR GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.