# Harborlight Investments, LLC

> Harborlight Investments, LLC is a state-registered investment advisory firm in El Cerrito, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 285805
- Filed as: HARBORLIGHT INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: El Cerrito, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285805
- AdvisorCensus page: https://advisorcensus.com/firm/harborlight-investments-llc-el-cerrito-ca-285805

## Quick answers

**How is Harborlight Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harborlight Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Harborlight Investments, LLC located?**
Harborlight Investments, LLC's principal office is in El Cerrito, CA, according to its Form ADV.

**Is Harborlight Investments, LLC registered with the SEC or a state?**
Harborlight Investments, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285805.

**How much does Harborlight Investments, LLC manage?**
Harborlight Investments, LLC reports $105,836,141 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Harborlight Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (56); charitable organizations (1).

**Does Harborlight Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285805

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $105,836,141
- Discretionary: $105,836,141
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $24,059,160 |
| High net worth individuals | 56 | $80,331,359 |
| Charitable organizations | 1 | $1,445,622 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2016 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- harborlightinvestments.com
- Facebook @HARBORLIGHTINVESTMENTS
- LinkedIn @HARBORLIGHT-INVESTMENTS-LLC
- X @HARBORLIGHTINV

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harborlight Investments, LLC (CRD 285805): Form ADV filing data as of October 2026.