# HARBOUR INVESTMENT MANAGEMENT L.L.C.

HARBOUR INVESTMENT MANAGEMENT L.L.C. of EDMONDS, WA is an SEC-registered investment adviser.

## Registration

- CRD: 111166
- Type: SEC-registered investment adviser
- SEC file number: 801-39540
- Location: 152 3RD AVE S, SUITE 103B, EDMONDS, WA, 98020-8442
- Phone: 425-742-1557
- Latest filing: 2026-03-10
- Regulatory AUM: $381.6M
- Discretionary AUM: $364.7M
- Non-discretionary AUM: $16.9M
- Clients: 6
- Accounts: 493

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Erika Lynne Berkenhoff | PORTFOLIO MANAGER | — |
| Aalok Kirit Shah | CCO; MEMBER | — |
| HILL LINDSAY ARTHUR | PORTFOLIO MANAGER | — |
| PAYNE FREDERICK JOSEPH | DIRECTOR AND CHIEF COMPLIANCE OFFICER | — |
| PETTY BRENT JAMESON | PRESIDENT | — |
| BERKENHOFF HANS D | MANAGER; PORTFOLIO MANAGER | — |
| BERKENHOFF BRIAN JAMES | CHIEF COMPLIANCE OFFICER & PORTFOLIO MANAGER; PORTFOLIO MANAGER; PORTFOLIO MANAGER & CCO | — |
| HILL ERIKA LYNNE | CHIEF COMPLIANCE OFFICER & PORTFOLIO MANAGER; PORTFOLIO MANAGER | — |
| BERKENHOFF HANS | MANAGER | — |
| SHAH AALOK KIRIT | CCO; MEMBER; PORTFOLIO MANAGER (+1 more) | — |
| BERKENHOFF HANS DIETER | PORTFOLIO MANAGER | — |
| BERKENHOFF ERIKA LYNNE | CHIEF COMPLIANCE OFFICER & PORTFOLIO MANAGER; PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111166/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111166/similar
- Related entities: https://search.stillhousedata.com/firm/111166/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111166

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.