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LITTLE HARBOR ADVISORS, LLC
CRD 168700 · SEC 801-78486
30 DOAKS LANE, MARBLEHEAD, MA, 01945, United States
Phone
781-639-3000
Fax
781-639-8549
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.6M
Discretionary AUM
$242.6M
Team
13 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM; MODEL DELIVERY FEES.
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $234.0M |
| Pooled investment vehicles | 1 | $8.6M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD