other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

Registration status Registration Changed to SOUTH HARBOR MANAGEMENT LLC
As of Date 05/22/2024
Adviser Type - No longer eligible
Number of Employees 4 33.33%
of those in investment advisory functions 1
AUM* 55,721,258 -60.63%
of that, discretionary 55,721,258 -60.63%
Private Fund GAV* 0 -100.00%
Avg Account Size 55,721,258 -60.63%
SMA’s No
Private Funds 0 1
Contact Info 603 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
231M 198M 165M 132M 99M 66M 33M
2020 2021 2022 2023

Private Funds



Employees

Brochure Summary