Harbour Group Industries, Inc.
- Regulatory AUM
- $448M
- Discretionary
- $448M
- Clients
- 4
- Avg AUM / client
- $112M
- Accounts
- 4
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $448M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $814M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Harbour Group Investments Viii,L.P. master | Private Equity Fund | Delaware | $599M | 38 |
| Harbour Group Investments V, L.P. | Private Equity Fund | Delaware | $208M | 33 |
| Harbour Group Investments Vi, L.P. | Private Equity Fund | Delaware | $5.1M | 67 |
| Harbour Group Investments Iv, L.P. | Private Equity Fund | Delaware | $1.7M | 27 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fox, Jeffrey, Lawrence | Director And Chief Executive Officer | Dec 2006 (20y) | Less than 5% | |
| Arnold, David, Vincent | Assistant Secretary | Jun 2007 (19y) | Less than 5% | |
| Nickelson, Donald, Eugene | Director | Jun 2020 (6y) | Less than 5% | |
| Mcguckian, John, Brendan | Director | Mar 2021 (5y) | Less than 5% | |
| Beinke, Gary, Donald | Chief Financial Officer, Chief Compliance Officer And Treasurer | Apr 2021 (5y) | Less than 5% | |
| Leeker, Mark, David | President | Apr 2021 (5y) | Less than 5% | |
| Polon, Ira, Henry | Trustee | Aug 2022 (4y) | GP / trustee / elected manager of Sam Fox Revocable Living Trust (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sam Fox Revocable Living Trust | Shareholder | Feb 2022 | A | 75% or more |
Undisclosed: 0% – 25% 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 (4, $814M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Harbour Group Investments Viii,L.P. | Private Equity Fund | $599M | $0 | 38 |
| Harbour Group Investments V, L.P. | Private Equity Fund | $208M | $10.0M | 33 |
| Harbour Group Investments Vi, L.P. | Private Equity Fund | $5.1M | $10.0M | 67 |
| Harbour Group Investments Iv, L.P. | Private Equity Fund | $1.7M | $10.0M | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.79 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
- • Performance-based fees
- • Other fees
- • PARTICIPATION IN PORTFOLIO COMPANY EQUITY
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗