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| Happy Holidays!! thanks for using AUM13F!! |
| Harbour Capital Advisors LLC
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| CRD # | 157266 |
| SEC # | 801-77679 |
| CIK # | 0001682501 |
| AUM | $665.6 M (2025-03-18) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 703-992-6164 |
| Address | 1595 Spring Hill Road Tysons Corner, VA 22182 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001682501 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 15.3 | ||
| Microsoft Corp | 14.3 | ||
| J P Morgan Chase & Co | 13.7 | ||
| Apple Inc | 13.1 | ||
| Lilly Eli & Co | 12.7 | ||
| Amazon Com Inc | 12.0 | ||
| VISA Inc | 10.0 | ||
| Alphabet Inc | 8.4 | ||
| Nvidia Corp | 7.0 | ||
| Home Depot Inc | 6.9 | ||
| Intuit Inc | 6.6 | ||
| Costco Wholesale Corp /NEW | 6.5 | ||
| Facebook Inc | 6.3 | ||
| Metropcs Communications Inc | 5.9 | ||
| Priceline Com Inc | 5.8 | ||
| Exxon Mobil Corp | 5.7 | ||
| Intercontinentalexchange Group Inc | 5.4 | ||
| Palantir Technologies Inc | 5.1 | ||
| Salesforce Com Inc | 4.9 | ||
| Hubspot Inc | 4.6 | ||
| Lam Research Corp | 4.5 | ||
| BlackRock Inc | 4.5 | ||
| Chevron Corp | 4.5 | ||
| United Technologies Corp /DE/ | 4.4 | ||
| Uber Technologies Inc | 4.2 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Hca-Cp7 LP | [2018-03-24] | 0.0 | 10.3 |
| PE | Hca-Cp6 LP | [2014-01-16] | 6.2 | 1.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 60 | 665.6 |
| (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 | 430 | 665.6 |
| By Discretionary | ||
| Discretionary | 351 | 627.5 |
| Non-Discretionary | 79 | 38.1 |
| Total | 430 | 665.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 665.6 | |
| Total | 430 | 665.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Thomas Kim | 15 | ||
| Harbour Capital Advisors LLC | 2 | ||
| Harbour Lights Holding Co Inc | 1 | ||
| Hunter Payne | 1 | ||
| Elizabeth Duff | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001682501] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blume Capital Management Inc
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CA | 0.7 |
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M Kulyk & Associates LLC
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0.7 | |
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NY | 0.6 |
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Huntleigh Advisors Inc
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MO | 0.6 |
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Stone Temple Partners LLC
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CT | 0.6 |
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Doliver Advisors LP
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TX | 0.6 |
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SFE Investment Counsel Inc
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CA | 0.6 |
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Trinity Financial Advisors LLC
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OH | 0.6 |
|
Morangie Management LLC
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FL | 0.6 |
|
Woodward Diversified Capital LLC
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CA | 0.6 |