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Harborside Investments, LLC (New York)


Harborside Investments, LLC is a related adviser based in New York. It manages $30.6 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Connecticut, Florida, and 5 other states.

Harborside Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harborside Investments: assets under management

The assets under management (AUM) of Harborside Investments, LLC is $30.6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $30.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.55 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Harborside Investments, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Harborside Investments, LLC performs its advisory services is located at 277 Park Avenue, 49 Th Floor, New York, NY 10172, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-366-4534. The normal business hours are 9am-5pm est on Monday - Friday.


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