BOSTON HARBOR INVESTMENT MANAGEMENT

BOSTON HARBOR INVESTMENT MANAGEMENT of BEDFORD, MA is an SEC-registered investment adviser (CRD 165554). Regulatory assets under management: $15.2M.

Registration

• CRD: 165554
• Type: Registered investment adviser
• Location: 110 GREAT ROAD, BEDFORD, MA, 01730-2729
• Phone: 978-290-0816
• Latest filing: 2026-03-09
• Regulatory AUM: $15.2M
• Discretionary AUM: $15.2M
• Clients: 3
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165554 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search