WINTER HARBOR ADVISORS, L.L.C.

WINTER HARBOR ADVISORS, L.L.C. is an SEC-registered investment adviser (CRD 139074). Regulatory assets under management: $11.7M.

Registration

• CRD: 139074
• Type: Registered investment adviser
• Phone: 888-414-6750
• Latest filing: 2026-01-15
• Regulatory AUM: $11.7M
• Discretionary AUM: $11.7M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139074 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search