other names
  • SOUTH HARBOR MANAGEMENT LLC

Adviser Profile

As of Date 05/22/2024
Registration status Registration Changed to SOUTH HARBOR MANAGEMENT LLC
ADV Location PORTSMOUTH, NH, United States
Contact Info 603 xxxxxxx
AUM* 55,721,258 -61%
of that, discretionary 55,721,258 -61%
Private Fund GAV* 0
Avg Account Size 55,721,258 -61%
SMA’s No
Private Funds 0 1

Adviser Type

- No longer eligible

Number of Employees 4 33%

of those in investment advisory functions 1

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

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

Private Funds

Employees

Brochure Summary