Bull Harbor Capital LLC
Bull Harbor Capital LLC is an SEC-registered asset manager in Bethesda, MD with $354.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Bull Harbor Capital LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324995, SEC 801-127531, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $354.8M (2026-05-01)
- Firm type
- Asset Manager
- Location
- Bethesda, MD
- Employees
- 43
- Clients
- 426
- CRD
- 324995
- Ownership
- L3RIA, LLC.; BRODKOWITZ, KENNETH, ROSS; Polmateer, Lloyd, H; Smith Ducey, Paige, Rita; THE 4100 GROUP INC.
How much AUM does Bull Harbor Capital LLC have?
Bull Harbor Capital LLC reported $354.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Bull Harbor Capital LLC?
Disclosed owners and executives of Bull Harbor Capital LLC include L3RIA, LLC., BRODKOWITZ, KENNETH, ROSS, Polmateer, Lloyd, H, Smith Ducey, Paige, Rita, THE 4100 GROUP INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.