PPrivate Fund Data Log in Join · $37/mo

Harbour Investment Management L.L.C.

● SEC registered since 1991CRD 111166SEC# 801-39540Edmonds, WA
Export (members)
Reg. AUM
$470.6M
Employees
5
Accounts
564
Location
Edmonds, WA

Harbour Investment Management L.L.C. assets under management

Harbour Investment Management L.L.C. operates as an SEC-registered investment adviser based in Edmonds, WA. The firm has been registered since 1991. It reports $470.6 million in regulatory assets under management and employs 5 people.
www.harbourinvest.comView on SEC.gov ↗

Harbour Investment Management L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
Aalok Kirit Shah ControlCcoUnder 5%2024
Erika Lynne Berkenhoff ControlPortfolio Manager5-10%2007
Pacific Harbour Advisors, LLC ControlMemberOver 75%2019
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Harbour Investment Management L.L.C. manage?

Harbour Investment Management L.L.C. reports $470.6 million in regulatory assets under management on its Form ADV.

How many employees does Harbour Investment Management L.L.C. have?

Harbour Investment Management L.L.C. reports 5 employees.

Where is Harbour Investment Management L.L.C. located?

Harbour Investment Management L.L.C. is based in Edmonds, WA and has been SEC-registered since 1991.

Does Harbour Investment Management L.L.C. disclose fund performance?

Harbour Investment Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address152 3rd Ave S, Suite 103b, Edmonds, WA 98020-8442
Phone425-742-1557
Fax425-645-8046
Office hours8:00 a.m. To 1:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$470.6M
Non-discretionary$0
Total (RAUM)$470.6M