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Building 2LITTLE HARBOR ADVISORS, LLC

Map pinMARBLEHEAD, MA
Phone781-639-3000
NotebookSEC #801-78486
Total AUM
$242.6M
Employees
13
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 DOAKS LANE
MARBLEHEAD
MA 01945
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
781-639-3000

ReceiptFinancials

Total AUM
$242.6M
Accounts
4
Discretionary
$242.6M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$234M
Pooled Vehicle Clients
1
AUM
$8.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MODEL DELIVERY FEES.

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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