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| Keyboard |
| The Harbor Group Inc
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|---|---|
| CRD # | 105637 |
| SEC # | 801-22924 |
| CIK # | 0001840486 |
| AUM | 1,996.3 M (2026-05-04) |
| Employees | 22 (41% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 603-668-0634 |
| Address | 331 South River Road Bedford, NH 03110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Caterpillar Inc | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 188.0 |
| (b) Individuals (high net worth individuals) | 456 | 1,796.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.9 |
| (h) Charitable organizations | 0 | 4.4 |
| (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 | 3,734 | 1,996.3 |
| By Discretionary | ||
| Discretionary | 3,687 | 1,942.8 |
| Non-Discretionary | 47 | 53.6 |
| Total | 3,734 | 1,996.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,996.3 | |
| Total | 3,734 | 1,996.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840486] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
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