Flagship Harbor Advisors, LLC
● SEC registered since 2010CRD 155733SEC# 801-71997Boston, MA
Reg. AUM
$3.42B
Employees
61
Accounts
12,815
Location
Boston, MA
Flagship Harbor Advisors, LLC assets under management
Flagship Harbor Advisors, LLC is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 2010. It reports $3.4 billion in regulatory assets under management and employs 61 people.
Flagship Harbor Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Jay Kaufman Control | Managing Member / Chief Executive Officer | Over 75% | 2010 |
| John Porter Sawyer Control | Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does Flagship Harbor Advisors, LLC manage?
Flagship Harbor Advisors, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.
How many employees does Flagship Harbor Advisors, LLC have?
Flagship Harbor Advisors, LLC reports 61 employees.
Where is Flagship Harbor Advisors, LLC located?
Flagship Harbor Advisors, LLC is based in Boston, MA and has been SEC-registered since 2010.
Does Flagship Harbor Advisors, LLC disclose fund performance?
Flagship Harbor Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 346 Commercial Street, Boston, MA 02109 |
| Phone | (857) 350-4229 |
| Fax | (617) 224-0870 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1691766 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.42B▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$3.42Bregulatory AUM
Discretionary $3.42B