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SOUTH HARBOR MANAGEMENT LLC

PORTSMOUTH, NH · CRD 311952 · IAPD ↗ · 603-407-0559

$55.7MRegulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
June 2024 — SOUTH HARBOR MANAGEMENT LLC (PORTSMOUTH, NH) left the SEC roster (was $55.7M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2024 — SOUTH HARBOR MANAGEMENT LLC reported RAUM down 61% ($141.5M -> $55.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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