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SAFE HARBOR CAPITAL PARTNERS

COCONUT GROVE, FL · CRD 305314 · IAPD ↗ · 786-230-1609

$343.8MRegulatory AUM
4Advisory reps
23Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — SAFE HARBOR CAPITAL PARTNERS moved its main office from DORAL, FL to COCONUT GROVE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
38
April 2026 — SAFE HARBOR CAPITAL PARTNERS shrank from 10 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
13
April 2025 — SAFE HARBOR CAPITAL PARTNERS changed its website from safeharborequity.com to safeharborcp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
38
April 2025 — SAFE HARBOR CAPITAL PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
43
April 2025 — SHE DDF1 MANAGER LLC is now doing business as SAFE HARBOR CAPITAL PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
52
April 2025 — SAFE HARBOR CAPITAL PARTNERS reported RAUM up 45% ($245.1M -> $355.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2024 — SHE DDF1 MANAGER LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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