# Harbor Island Capital LLC

> Harbor Island Capital LLC is an SEC-registered investment advisory firm in Topsfield, MA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 107457
- Filed as: HARBOR ISLAND CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Topsfield, MA
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107457
- AdvisorCensus page: https://advisorcensus.com/firm/harbor-island-capital-llc-topsfield-ma-107457

## Quick answers

**How is Harbor Island Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harbor Island Capital LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Harbor Island Capital LLC located?**
Harbor Island Capital LLC's principal office is in Topsfield, MA, according to its Form ADV.

**Is Harbor Island Capital LLC registered with the SEC or a state?**
Harbor Island Capital LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 107457.

**How much does Harbor Island Capital LLC manage?**
Harbor Island Capital LLC reports $277,626,655 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (100% discretionary).

**How have Harbor Island Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Harbor Island Capital LLC: Regulatory assets under management: $166,067,592 in the October 2021 data and $277,626,655 in the October 2026 data, up 67%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harbor Island Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); other (1).

**Which custodians does Harbor Island Capital LLC use?**
Harbor Island Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Harbor Island Capital LLC 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/107457

**What changed in Harbor Island Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $226,903,079 to $277,626,655 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $277,626,655
- Discretionary: $277,626,655
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 13 | $257,020,609 |
| Other | 1 | $20,606,046 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $166,067,592 | 2 | March 15, 2021 |
| October 2022 | $234,681,885 | 2 | March 16, 2022 |
| October 2023 | $165,698,622 | 2 | March 15, 2023 |
| October 2024 | $207,725,809 | 2 | March 5, 2024 |
| October 2025 | $226,903,079 | 2 | February 20, 2025 |
| October 2026 | $277,626,655 | 2 | June 15, 2026 |

Regulatory assets under management: $166,067,592 in the October 2021 data and $277,626,655 in the October 2026 data, up 67%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $226,903,079 to $277,626,655 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harbor Island Capital LLC (CRD 107457): Form ADV filing data as of October 2026.