The BULL HARBOR CAPITAL is a privately held investment adviser that advises $354.85mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BULL HARBOR CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 104.04% over the last 2-years.
The Group has been registered with the SEC for 3.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7101 WISCONSIN AVENUE, SUITE 1202, BETHESDA, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 43 employees comprised of 28 investment and 15 non-investment staff. The total number of Employees increased by 616.67% over the last 3-years.
Their $354.85mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 5 other accounts. Assets of Individuals clients own $244.96mn or 69.03% of Total Assets and High Net Worth Individuals own $106.76mn or 30.09% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BULL HARBOR CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.