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Bull Harbor Capital LLC.

● SEC registered since 2023CRD 324995SEC# 801-127531Bethesda, MD
Export (members)
Reg. AUM
$344M
Employees
21
Accounts
1,759
Location
Bethesda, MD

Bull Harbor Capital LLC. assets under management

Bull Harbor Capital LLC. is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2023. It reports $344 million in regulatory assets under management and employs 21 people.
www.bullharborcapital.comView on SEC.gov ↗

Bull Harbor Capital LLC. owners & executives

14 reported
NameTitleOwnershipSince
Crj Financial Holding, LLCMember10-25%2023
Kenneth Ross Brodkowitz ControlMember/Chief Investment Officer5-10%2023
L3ria, LLC.Member50-75%2023
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Frequently asked questions

How much does Bull Harbor Capital LLC. manage?

Bull Harbor Capital LLC. reports $344 million in regulatory assets under management on its Form ADV.

How many employees does Bull Harbor Capital LLC. have?

Bull Harbor Capital LLC. reports 21 employees.

Where is Bull Harbor Capital LLC. located?

Bull Harbor Capital LLC. is based in Bethesda, MD and has been SEC-registered since 2023.

Does Bull Harbor Capital LLC. disclose fund performance?

Bull Harbor Capital LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814
Phone804-965-5408
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$344M
Non-discretionary$0
Total (RAUM)$344M