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Harbour Capital Advisors LLC
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CRD # | 157266 |
SEC # | 801-77679 |
CIK # | 0001682501 |
AUM | $579.7 MM (2024-03-27) |
Employees | 10 (40% Investors, 0% Brokers) |
Phone | 703-992-6164 |
Address | 1595 Spring Hill Road Tysons Corner, VA 22182 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LLY | 301,789.7 | 17.1 | |
AAPL | 2,382,844.0 | 14.7 | |
MSFT | 1,918,222.4 | 14.5 | |
AVGO | 201,282.9 | 10.4 | |
JPM | 340,169.2 | 10.0 | |
AMZN | 1,092,997.8 | 9.9 | |
GOOG | 1,482,566.4 | 8.7 | |
V | 419,260.5 | 8.1 | |
HD | 277,648.0 | 7.1 | |
COST | 207,576.9 | 6.8 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
PE | Hca-Cp7 LP | [2018-03-24] | 0.0 | 9.5 |
PE | Hca-Cp6 LP | [2014-01-16] | 6.2 | 2.7 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 60 | 579.7 |
(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 | 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 | 433 | 579.7 |
By Discretionary | ||
Discretionary | 433 | 579.7 |
Non-Discretionary | 0 | 0.0 |
Total | 433 | 579.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 579.7 | |
Total | 433 | 579.7 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Thomas Kim | 13 | ||
Harbour Capital Advisors LLC | 2 | ||
Hunter Payne | 1 | ||
Harbour Lights Holding Co Inc | 1 | ||
Elizabeth Duff | 1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001682501] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Blume Capital Management Inc
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|
CA | 0.6 |
M Kulyk & Associates LLC
✚
|
GA | 0.6 |
Sectoral Asset Management Inc
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|
0.6 | |
Doliver Advisors LP
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|
TX | 0.6 |
Double Eagle Family Offices LLC
✚
|
TX | 0.5 |
Gryphon Advisors LLC
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|
IL | 0.5 |
Woodward Diversified Capital LLC
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|
CA | 0.5 |
Allocate Management Company LLC
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CA | 0.5 |
Quattro Advisors LLC
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|
PA | 0.5 |
Ariston Services Group LLC
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|
CA | 0.5 |