RIA IntelAdvisersFloridaHARBORVIEW CAPITAL MANAGEMENT LLC

HARBORVIEW CAPITAL MANAGEMENT LLC

Advisory

FL

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in FL
#1,785
of 2,610 advisers by AUM
Average account
$356K
across 94 accounts
AUM per adviser
$34M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$34M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients23
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

VIRJI INVESTMENTS, INC.
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$34M
BORRERO INVESTMENT MANAGEMENT, LLC
$33M
REIF PORTFOLIO MANAGEMENT LLC
$33M
CAVAN CAPITAL MANAGEMENT LLC
NAPLES, FL
$33M
+71.3% 1Y
R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
SUNNY ISLES BEACH, FL
$34M
-43.2% 1Y
HAISMAN WEALTH MANAGEMENT, INC.
FORT MYERS, FL
$34M
-8.3% 1Y

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