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| Harbor Group International LLC
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| |
|---|---|
| CRD # | 285895 |
| SEC # | 801-108747 |
| CIK # | 0001840486 |
| AUM | $3.8 BB (2024-03-29) |
| Employees | 277 (18% Investors, 0% Brokers) |
| Phone | 757-640-0800 |
| Address | 999 Waterside Drive Norfolk, VA 23510 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.0 | |
| CAT | 99,975.7 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | HGI 51 W 52nd Class C Bonds LP | 2024-03-29 | 3.6 | |
| PE | HGI KFB I LLC | [2024-03-29] | 14.6 | 2.1 |
| PE | HGI KFB VII LLC | [2024-03-29] | 12.7 | 2.0 |
| PE | HGI KFB V LLC | [2024-03-29] | 7.7 | 11.9 |
| PE | HGI MD KF I LLC | 2024-03-29 | 0.8 | |
| PE | E 79th Street MEZZ Holdings LP | [2023-03-31] | 10.1 | 4.5 |
| PE | E 79th Street MEZZ Select LP | [2023-03-31] | 32.6 | 13.8 |
| PE | HGI K131 LLC | [2023-03-31] | 0.5 | 0.5 |
| PE | Hgi-K E 79th Street MEZZ LP | 2023-03-31 | 17.2 | |
| PE | HGI Multifamily Credit Feeder I LP | 2023-03-31 | 25.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 123 | 3.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 3.8 |
| By Discretionary | ||
| Discretionary | 123 | 3.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 123 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 123 | 3.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Jordan Slone | 408 | |||
| Saul Lubetski | 352 | |||
| Thomas Litton Jr | 282 | |||
| David Hatfield | 11 | |||
| Pinchas Mendlovic | 366 | |||
| Jay Zwiebel | 324 | |||
| Thomas Litton | 104 | |||
| Herbert Bangel | 62 | |||
| David Zwiebel | 57 | |||
| Carla Stoner | 34 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001840486] |
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|---|---|---|
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NY | 3.0 |
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CO | 3.0 |