← Directory
HARBOR ADVISORS
Legal name: HARBOR ADVISORS LLC
CRD 312432File 801-120353
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 8 | 10 | increased by2 |
| Mar 1, 2026 | AUM | $788,063,427 | $851,737,076 | increased by$63,673,649 |
| Mar 1, 2026 | Accounts | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $727,551,838 | $788,063,427 | increased by$60,511,589 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 21 | 8 | decreased by13 |
| Apr 1, 2022 | AUM | $600,244,935 | $727,551,838 | increased by$127,306,903 |
| Jul 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Jul 1, 2021 | AUM | $0 | $600,244,935 | increased by$600,244,935 |
| Jul 1, 2021 | Accounts | 0 | 21 | increased by21 |
| Apr 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARBOR ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARBOR ADVISORS” 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.