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HARBOR ROAD CAPITAL MANAGEMENT LLC
CRD 161364
2118 WILSHIRE BLVD, SUITE 315, SANTA MONICA, CA, 90403, United States
Phone
917-770-2001
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$500K
Discretionary AUM
$0
Team
2 total employees; 0 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $500K |
All web addresses on file
Official SEC filing: View on IAPD