Harbour Investment Management L.L.C.
● SEC registered since 1991CRD 111166SEC# 801-39540Edmonds, WA
Reg. AUM
$381.6M
Employees
6
Accounts
493
Location
Edmonds, WA
Harbour Investment Management L.L.C. assets under management
Harbour Investment Management L.L.C. operates as an SEC-registered investment adviser based in Edmonds, WA. The firm has been registered since 1991. It reports $381.6 million in regulatory assets under management and employs 6 people.
Harbour Investment Management L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aalok Kirit Shah Control | Cco | Under 5% | 2024 |
| Erika Lynne Berkenhoff Control | Portfolio Manager | 5-10% | 2007 |
| Pacific Harbour Advisors, LLC Control | Member | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Harbour Investment Management L.L.C. manage?
Harbour Investment Management L.L.C. reports $381.6 million in regulatory assets under management on its Form ADV.
How many employees does Harbour Investment Management L.L.C. have?
Harbour Investment Management L.L.C. reports 6 employees.
Where is Harbour Investment Management L.L.C. located?
Harbour Investment Management L.L.C. is based in Edmonds, WA and has been SEC-registered since 1991.
Does Harbour Investment Management L.L.C. disclose fund performance?
Harbour Investment Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 152 3rd Ave S, Suite 103b, Edmonds, WA 98020-8442 |
| Phone | 425-742-1557 |
| Fax | 425-645-8046 |
| Office hours | 8:00 a.m. To 1:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$381.6M▼ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$381.6Mregulatory AUM
Discretionary $364.7MNon-discretionary $16.9M