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HARBOR ISLAND CAPITAL LLC

TOPSFIELD, MA · CRD 107457 · IAPD ↗ · 978-887-3174

$277.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — HARBOR ISLAND CAPITAL LLC reported RAUM up 25% ($165.7M -> $207.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.