HARBOR ISLAND CAPITAL LLC

7 Grove Street
Unit 302
Topsfield, Massachusetts 01983
Tel: 978-887-3174

About HARBOR ISLAND CAPITAL LLC

HARBOR ISLAND CAPITAL LLC, formally registered with the SEC as HARBOR ISLAND CAPITAL LLC. The firm was established in 06/08/2018. They have over 1 offices throughout the country.

HARBOR ISLAND CAPITAL LLC is a Topsfield, Massachusetts based Financial Planning firm with nearly $226,903,079 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107457
SEC#	801-113401
Assets Managed by Firm	$226,903,079
No. of Clients	15
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$226,903,079
Individuals (other than high net worth individuals)	1	$692,337
High net worth individuals	13	$211,173,547

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