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BLAKELY HARBOR ADVISORS, LLC
CRD 152249
CONNECTICUT FINANCIAL CENTER, 157 CHURCH STREET, 19TH FLOOR, NEW HAVEN, CT, 06510, United States
Phone
754-301-8804
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$68.9M
Discretionary AUM
$63.2M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $59.2M |
All web addresses on file
Official SEC filing: View on IAPD