RIA Intel›Advisers›Massachusetts›SNUG HARBOR CAPITAL MANAGEMENT, LLC

SNUG HARBOR CAPITAL MANAGEMENT, LLC

Advisory

MA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in MA

#1,269

of 1,590 advisers by AUM

Average account

$2M

across 18 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

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

18 clients

15 high-net-worth

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

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