# Harbor Capital Advisors, Inc.

> Harbor Capital Advisors, Inc. is an SEC-registered investment advisory firm in Chicago, IL, registered since 2001, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 113042
- Filed as: HARBOR CAPITAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/113042
- AdvisorCensus page: https://advisorcensus.com/firm/harbor-capital-advisors-inc-chicago-il-113042

## Quick answers

**How is Harbor Capital Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Harbor Capital Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Harbor Capital Advisors, Inc. located?**
Harbor Capital Advisors, Inc.'s principal office is in Chicago, IL, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Harbor Capital Advisors, Inc. registered with the SEC or a state?**
Harbor Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2001. Status as filed: Approved. CRD 113042.

**How much does Harbor Capital Advisors, Inc. manage?**
Harbor Capital Advisors, Inc. reports $67,636,743,900 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).

**How have Harbor Capital Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Harbor Capital Advisors, Inc.: Regulatory assets under management: $63,006,165,350 in the October 2021 data and $67,636,743,900 in the October 2026 data, up 7%. Total employees: 165 in October 2021 and 240 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harbor Capital Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (12); corporations or other businesses not listed above (9); investment companies (3).

**Does Harbor Capital Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113042

**Does Harbor Capital Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We do not impose minimum account size requirements."

**What changed in Harbor Capital Advisors, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Changed its office addresses in Boston, MA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> We do not impose minimum account size requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $67,636,743,900
- Discretionary: $67,636,743,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 3 | $50,793,743,061 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $16,843,000,839 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 12 | $0 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 9 | $0 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 240 total, 25 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Boston, MA
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- harborcapital.com
- harborfunds.com
- reddit.com/u/harborcapital
- Facebook @harborcapital
- Instagram @harborcap
- LinkedIn @HARBOR-CAPITAL-ADVISORS
- TikTok @harborcapital
- X @HARBORCAPITAL
- YouTube @harborcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $63,006,165,350 | 165 | May 20, 2021 |
| October 2022 | $64,981,796,039 | 193 | September 7, 2022 |
| October 2023 | $38,762,162,820 | 207 | July 17, 2023 |
| October 2024 | $50,549,495,026 | 224 | June 20, 2024 |
| October 2025 | $64,793,443,492 | 236 | July 15, 2025 |
| October 2026 | $67,636,743,900 | 240 | August 5, 2026 |

Regulatory assets under management: $63,006,165,350 in the October 2021 data and $67,636,743,900 in the October 2026 data, up 7%.
Total employees: 165 in October 2021 and 240 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Changed its office addresses in Boston, MA.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 27 to 25.

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harbor Capital Advisors, Inc. (CRD 113042): Form ADV filing data as of October 2026.