Data / Investment advisers / Florida / Harbor Advisors
Harbor Advisors, West Palm Beach, FL: $852 million AUM, SEC registered investment adviser
Harbor Advisors is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $852 million in regulatory assets under management in its Form ADV filed February 27, 2026. Its clients include corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 312432
- SEC file number
- 801-120353
- SEC status
- Approved, effective February 19, 2021
- Legal name
- Harbor Advisors LLC
- Main office
- 1400 Centrepark Blvd Suite 950, West Palm Beach, FL 33401
- Phone
- (561) 459-2946
- Regulatory AUM
- $851,737,076 in the Form ADV filed February 27, 2026
- Discretionary AUM
- $846,847,687
- Non discretionary AUM
- $4,889,389
- Accounts
- 10
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 8 | $846.8 million |
| High net worth individuals | 2 | $4.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $851.7 million | February 27, 2026 |
| December 1, 2025 | $788.1 million | March 7, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ibex Wealth Advisors, LLC | West Palm Beach | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Whalerock Point Partners, LLC | West Palm Beach | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Palm Beach Capital Management III, LLC | West Palm Beach | $998.8 million | 15 | adviserinfo.sec.gov |
| Satovsky Asset Management LLC | West Palm Beach | $974.8 million | Not listed | adviserinfo.sec.gov |
| Comvest Credit Managers, LLC | West Palm Beach | $956.8 million | 2 | adviserinfo.sec.gov |
| Aua Private Equity Partners, LLC | West Palm Beach | $841.8 million | 13 | adviserinfo.sec.gov |
| Tremblant Capital Group | West Palm Beach | $744.6 million | 2 | adviserinfo.sec.gov |
| Highpost Capital, LLC | West Palm Beach | $657.2 million | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Harbor Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.