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Flagship Harbor Advisors, LLC

● SEC registered since 2010CRD 155733SEC# 801-71997Boston, MA
Export (members)
Reg. AUM
$3.01B
Employees
60
Accounts
13,382
Location
Boston, MA

Flagship Harbor Advisors, LLC assets under management

Flagship Harbor Advisors, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2010. It reports $3 billion in regulatory assets under management and employs 60 people.
www.flagshipharborsouthshore.comView on SEC.gov ↗

Flagship Harbor Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Jay Kaufman ControlManaging Member / Chief Executive OfficerOver 75%2010
John Porter Sawyer ControlChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does Flagship Harbor Advisors, LLC manage?

Flagship Harbor Advisors, LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Flagship Harbor Advisors, LLC have?

Flagship Harbor Advisors, LLC reports 60 employees.

Where is Flagship Harbor Advisors, LLC located?

Flagship Harbor Advisors, LLC is based in Boston, MA and has been SEC-registered since 2010.

Does Flagship Harbor Advisors, LLC disclose fund performance?

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

Contact & registration

Address346 Commercial Street, Boston, MA 02109
Phone(857) 350-4229
Fax(617) 224-0870
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
CIK1691766
Discloses disciplinary historyYes

Assets under management

Discretionary$3.01B
Non-discretionary$0
Total (RAUM)$3.01B