Bull Harbor Capital LLC.
● SEC registered since 2023CRD 324995SEC# 801-127531Bethesda, MD
Reg. AUM
$354.8M
Employees
43
Accounts
424
Location
Bethesda, MD
Bull Harbor Capital LLC. assets under management
Bull Harbor Capital LLC. is a registered investment adviser overseen by the SEC based in Bethesda, MD. The firm has been registered since 2023. It reports $354.8 million in regulatory assets under management and employs 43 people.
Bull Harbor Capital LLC. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Durkin Control | Chief Compliance Officer | Under 5% | 2026 |
| Crj Financial Holding, LLC | Member | 10-25% | 2023 |
| Kenneth Ross Brodkowitz Control | Member/Chief Investment Officer | 5-10% | 2023 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bull Harbor Capital LLC. manage?
Bull Harbor Capital LLC. reports $354.8 million in regulatory assets under management on its Form ADV.
How many employees does Bull Harbor Capital LLC. have?
Bull Harbor Capital LLC. reports 43 employees.
Where is Bull Harbor Capital LLC. located?
Bull Harbor Capital LLC. is based in Bethesda, MD and has been SEC-registered since 2023.
Does Bull Harbor Capital LLC. disclose fund performance?
Bull Harbor Capital LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 |
| Phone | 804-965-5408 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$354.8M▲ 3%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$354.8Mregulatory AUM
Discretionary $354.8M