Harbor is an investment advisor in Bedford with $1.54 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
20374790
SEC advisor number
801-22924
FINRA CRD number
105637
AUM ?
$1.54 bn
(as of 14 Sep 22)
Accounts
3,193
(as of 14 Sep 22)
Employees
15
(6 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Riley, Timothy, Michael | President / Chief Executive Officer / Chief Compliance Officer | 12/2021 | < 5% |
Macbean, Christopher, Robert | Chief Planning Officer | 12/2021 | < 5% |
Callaghan, Ryan, Joseph | Chief Investment Officer | 12/2021 | < 5% |
Timothy M Riley Revocable Trust of 1998 | Shareholder | 08/2022 | 50-75% |
Christopher R Macbean Revocable Trust of 2022 | Shareholder | 08/2022 | 25-50% |
Ryan J Callaghan Revocable Trust of 2022 | Shareholder | 08/2022 | 25-50% |
Riley, Timothy, Michael | Trustee | 12/1998 | |
Macbean, Christopher, Robert | Trustee | 05/2022 | |
Callaghan, Ryan, Joseph | Trustee | 03/2022 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22