Harbor Island Capital LLC
● SEC registered since 2018CRD 107457SEC# 801-113401Topsfield, MA
Reg. AUM
$277.6M
Employees
2
Accounts
14
Location
Topsfield, MA
Harbor Island Capital LLC assets under management
Harbor Island Capital LLC is an investment advisory firm registered with the SEC based in Topsfield, MA. The firm has been registered since 2018. It reports $277.6 million in regulatory assets under management and employs 2 people.
Harbor Island Capital LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul David Fortin Control | Owner/Member/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Harbor Island Capital LLC manage?
Harbor Island Capital LLC reports $277.6 million in regulatory assets under management on its Form ADV.
How many employees does Harbor Island Capital LLC have?
Harbor Island Capital LLC reports 2 employees.
Where is Harbor Island Capital LLC located?
Harbor Island Capital LLC is based in Topsfield, MA and has been SEC-registered since 2018.
Does Harbor Island Capital LLC disclose fund performance?
Harbor Island Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7 Grove Street, Unit 302, Topsfield, MA 01983 |
| Phone | 978-887-3174 |
| Fax | 978-887-3176 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1730580 |
| Discloses disciplinary history | No |
Regulatory AUM
$277.6M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$277.6Mregulatory AUM
Discretionary $277.6M