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| Harbour Investment Management LLC
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|---|---|
| CRD # | 111166 |
| SEC # | 801-39540 |
| CIK # | 0001275880, 0000810121, 0002003557 |
| AUM | 381.6 M (2026-03-10) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 425-742-1557 |
| Address | 152 3rd Ave S Edmonds, WA 98020-8442 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| AbbVie Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 48.4 |
| (b) Individuals (high net worth individuals) | 78 | 268.9 |
| (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 | 6.1 |
| (h) Charitable organizations | 6 | 58.0 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 493 | 381.6 |
| By Discretionary | ||
| Discretionary | 489 | 364.7 |
| Non-Discretionary | 4 | 16.9 |
| Total | 493 | 381.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 381.6 | |
| Total | 493 | 381.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000810121] | |
| 13F-HR | [0001275880] | |
| 13F-HR | [0002003557] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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|---|---|---|
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