# BULL HARBOR CAPITAL LLC.

BULL HARBOR CAPITAL LLC. of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 324995
- Type: SEC-registered investment adviser
- SEC file number: 801-127531
- Location: 7101 WISCONSIN AVENUE, SUITE 1202, BETHESDA, MD, 20814
- Phone: 804-965-5408
- Latest filing: 2026-05-01
- Regulatory AUM: $354.8M
- Discretionary AUM: $354.8M
- Clients: 43
- Accounts: 424

## Business model

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

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Sean Patrick Joiner | MEMBER; PRESIDENT | — |
| Lloyd H Polmateer | CEO; MEMBER | — |
| Kenneth Ross Brodkowitz | MEMBER/CHIEF INVESTMENT OFFICER | — |
| Robert Joseph Herman | MEMBER/CHAIRMAN | — |
| Jeffrey Hamilton Palmer | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | — |
| Brian Joseph Durkin | CHIEF COMPLIANCE OFFICER | — |
| Paige Rita Smith Ducey | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER | — |
| Candy Johnson Palugi | CHIEF COMPLIANCE OFFICER | — |
| HERMAN ROBERT JOSEPH | MEMBER/CHAIRMAN | — |
| BRODKOWITZ KENNETH ROSS | MEMBER/CHIEF INVESTMENT OFFICER | — |
| PALUGI CANDY JOHNSON | CHIEF COMPLIANCE OFFICER | — |
| Smith Ducey Paige Rita | CHIEF OPERATIONS OFFICER; DIRECTOR OF COMPLIANCE | — |
| Joiner Sean Patrick | MEMBER; PRESIDENT | — |
| Polmateer Lloyd H | CEO; MEMBER | — |
| Victoria Reeves Shubert | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324995/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324995/similar
- Related entities: https://search.stillhousedata.com/firm/324995/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324995

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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.