Shelter Harbor Advisors is an investment advisor in Weatogue with $201.24 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813592678
SEC advisor number
801-117008
FINRA CRD number
285752
AUM ?
$201.24 mm
(as of 27 Feb 20)
Accounts
2
(as of 27 Feb 20)
Employees
3
(3 investment advisory or research)
Address
Shelter Harbor Advisors
92 HOPMEADOW ST
WEATOGUE
CT 06089
92 HOPMEADOW ST
WEATOGUE
CT 06089
Office hours
Monday - Friday, 9AM-5PM
Phone
860-325-5030
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hark, Peter, James | President, Managing Partner, CCO | 08/2016 | > 75% |
Hark Capital Management, LLC | General Partner | 08/2016 | < 5% |
Hark, Peter, James | Managing Member | 08/2016 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 20
13F-HR
Quarterly holdings report by institutional manager
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
14 Nov 19
13F-HR
Quarterly holdings report by institutional manager
14 Aug 19
13F-HR
Quarterly holdings report by institutional manager
15 May 19
13F-HR
Quarterly holdings report by institutional manager
14 Feb 19
13F-HR
Quarterly holdings report by institutional manager
14 Nov 18
13F-HR
Quarterly holdings report by institutional manager
14 Aug 18
13F-HR
Quarterly holdings report by institutional manager
15 May 18
13F-HR
Quarterly holdings report by institutional manager
14 Feb 18