PPrivate Fund Data Log in Join · $37/mo

Harbor Investment Advisory, LLC

● SEC registered since 2010CRD 151085SEC# 801-70893Lutherville, MD
Export (members)
Reg. AUM
$6B
Employees
34
Accounts
3,326
Location
Lutherville, MD

Harbor Investment Advisory, LLC assets under management

Harbor Investment Advisory, LLC is an investment advisory firm registered with the SEC based in Lutherville, MD. The firm has been registered since 2010. It reports $6 billion in regulatory assets under management and employs 34 people.

Harbor Investment Advisory, LLC owners & executives

7 reported
NameTitleOwnershipSince
Fred Cregan Jr Hill ControlPresidentUnder 5%2019
Harbor Investment Management, LLC ControlSole MemberOver 75%2009
Raymond Patrick Dean ControlTreasurer And SecretaryUnder 5%2019
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Harbor Investment Advisory, LLC manage?

Harbor Investment Advisory, LLC reports $6 billion in regulatory assets under management on its Form ADV.

How many employees does Harbor Investment Advisory, LLC have?

Harbor Investment Advisory, LLC reports 34 employees.

Where is Harbor Investment Advisory, LLC located?

Harbor Investment Advisory, LLC is based in Lutherville, MD and has been SEC-registered since 2010.

Does Harbor Investment Advisory, LLC disclose fund performance?

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

Contact & registration

Address2330 W. Joppa Road, Suite 160, Lutherville, MD 21093
Phone410-659-8900
Fax410-659-8899
Office hours8:30 - 5:00
SEC regionPhiladelphia Regional Office (PLRO)
CIK1468792
Discloses disciplinary historyNo

Assets under management

Discretionary$3.16B
Non-discretionary$2.84B
Total (RAUM)$6B