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Harbor Island Capital LLC
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Harbor Island Capital LLC Share
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Overview Share
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Topsfield, Massachusetts
$139.6 million AUM
1 office

Harbor Island Capital LLC is based in Topsfield, Massachusetts and has $139.6 million in assets under management.

Location
7 Grove Street
Unit 302
Topsfield, MA 01983
Contact
$139.6 million
AUM
2
Employees
AUM Share
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$139,552,918
Assets under management
19 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals Fewer than 5 clients $821,000
High net worth individuals 15 $129,172,906 93% $8,611,527
Charitable organizations Fewer than 5 clients $1,313,116
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$139,552,918
Assets under management
$69,776,459
AUM per employee
$69,776,459
AUM per investment analyst
About Share
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Compensation

Harbor Island Capital LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Harbor Island Capital LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 107,457
SEC number 801-113401
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date May 19, 2020

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