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| Bull Harbor Capital LLC
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|---|---|
| CRD # | 324995 |
| SEC # | 801-127531 |
| CIK # | 0002135047 |
| AUM | 354.8 M (2026-05-01) |
| Employees | 43 (65% Investors, 19% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-965-5408 |
| Address | 7101 Wisconsin Avenue, Suite 1202 Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.5 | ||
| Apple Inc | 7.0 | ||
| Microsoft Corp | 6.0 | ||
| Amazon Com Inc | 4.3 | ||
| Comfort Systems USA Inc | 4.0 | ||
| Bristol Myers Squibb Co | 3.7 | ||
| Broadcom Inc | 3.5 | ||
| Edison International | 3.4 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Micron Technology Inc | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 293 | 245.0 |
| (b) Individuals (high net worth individuals) | 128 | 106.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 424 | 354.8 |
| By Discretionary | ||
| Discretionary | 424 | 354.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 424 | 354.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 354.8 | |
| Total | 424 | 354.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002135047] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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