| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul T Bode Control | Chief Compliance Officer And Chief Investment Officer | Under 5% | 2021 |
| Samuel Soliman Control | President | Over 75% | 2022 |
Safe Harbor Family Capital, LLC reports $545.8 million in regulatory assets under management on its Form ADV.
Safe Harbor Family Capital, LLC reports 4 employees.
Safe Harbor Family Capital, LLC is based in Chapel Hill, NC and has been SEC-registered since 2022.
Safe Harbor Family Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 123 West Franklin Street, Suite 540, Chapel Hill, NC 27516 |
| Phone | 919-537-7110 |
| Fax | 919-537-7102 |
| Office hours | 8:30-5:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $312.1M |
| Non-discretionary | $233.8M |
| Total (RAUM) | $545.8M |