RIA Intel›Advisers›Massachusetts›BOSTON HARBOR INVESTMENT MANAGEMENT, LLC

BOSTON HARBOR INVESTMENT MANAGEMENT, LLC

Advisory

BEDFORD, MA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in MA

#1,391

of 1,590 advisers by AUM

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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