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HARBOR ADVISORS
Legal name: HARBOR ADVISORS LLC
CRD 312432File 801-120353
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$851.7M
Above cohort median (national)
Discretionary AUM
$846.8M
Non-discretionary $4.9M
Clients
10
10 accounts
Employees
1
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 19, 2021
- Principal office
- 1400 CENTREPARK BLVD, SUITE 950, WEST PALM BEACH, FL, 33401
- Phone
- 561-459-2946
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $851.7M
- Discretionary AUM
- $846.8M
- Non-discretionary AUM
- $4.9M
- Discretionary accounts
- 8
- Non-discretionary accounts
- 2
- Total accounts
- 10
- AUM per client
- $85.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $846.8M |
| High net worth individuals | Fewer than 5 | $4.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.