Blakely Harbor Advisors, Llc
State-registered
Endowment & Foundation Advisor · Boutique (under $100M)
CRD 152249
· New Haven, CT
· www.linkedin.com
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ADV data as of Jun 09, 2026
- Regulatory AUM
- $68.9M
- Discretionary
- $63.2M
- Clients
- 6
- Avg AUM / client
- $11.5M
- Accounts
- 11
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $803K | 1.17% |
| High net worth individuals | Fewer than 5 clients | $8.9M | 12.9% |
| Charitable organizations | 6 | $59.2M | 85.9% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elizabeth Macelwee Jones | Registered representative | CFA | Aug 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/09/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $57.4M (83% of AUM) Jun 2026
- Northern Trust $4.6M (7% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗