Harbour Capital Advisors, Llc
- Regulatory AUM
- $701M
- Discretionary
- $668M
- Clients
- 55
- Avg AUM / client
- $12.7M
- Accounts
- 413
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 55 | $701M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $12.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hca Cp7, Lp feeder | Private Equity Fund | Delaware | $9.5M | 16 |
| Hca Cp6, Lp feeder | Private Equity Fund | Delaware | $2.7M | 13 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elizabeth Sims Duff | Member | Jul 2011 (15y) | 10% – 25% | |
| Thomas Sargent Kim | Managing Member | CFA | Aug 2011 (15y) | 10% – 25% |
| Chur, Neil, M | President | Nov 2014 (12y) | GP / trustee / elected manager of Harbour Lights Holding Company, Inc. (indirect) | |
| Ware, Marcus, Lorenzo | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Nicholas Mcgeorge Bundy | Registered representative | Jan 2022 (5y) | ||
| Michael Ryan Elliott | Registered representative | CFA | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Harbour Lights Holding Co. Inc. | Member | Mar 2011 | A | 50% – 75% |
| Neil M. Chur Marital Trust | Principal | Jan 2005 | B | GP / trustee / elected manager of Harbour Lights Holding Co. Inc. (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (2, $12.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hca Cp7, Lp | Private Equity Fund | $9.5M | $250K | 16 |
| Hca Cp6, Lp | Private Equity Fund | $2.7M | $250K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 1.3 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Pershing $668M (95% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗