|
⚲
|
| Safe Harbor Family Capital LLC
✚
| |
|---|---|
| CRD # | 317547 |
| SEC # | 801-122963 |
| CIK # | |
| AUM | $509.2 MM (2024-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 919-537-7110 |
| Address | 123 West Franklin Street Chapel Hill, NC 27516 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 226.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 282.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 509.2 |
| By Discretionary | ||
| Discretionary | 44 | 301.4 |
| Non-Discretionary | 178 | 207.8 |
| Total | 222 | 509.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 509.2 | |
| Total | 222 | 509.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenup Street Wealth Management LLC
✚
|
KS | 0.5 |
|
Holderness Investments Co
✚
|
NC | 0.5 |
|
Hughes Financial Services LLC
✚
|
VA | 0.5 |
|
Vishria Bird Financial Group LLC
✚
|
TN | 0.5 |
|
Running Point Capital Advisors LLC
✚
|
CA | 0.5 |
|
Beta Capital Management LLC
✚
|
FL | 0.5 |
|
ZEGA Investments
✚
|
FL | 0.5 |
|
Socorro Asset Management LP
✚
|
TX | 0.5 |
|
DOHJ LLC
✚
|
WA | 0.5 |
|
KERA Capital Partners Inc
✚
|
CA | 0.5 |