# Safe Harbor Capital Partners

> Safe Harbor Capital Partners is an SEC-registered investment advisory firm in Coconut Grove, FL, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 305314
- Filed as: SAFE HARBOR CAPITAL PARTNERS
- Legal name: SHE DDF1 Manager LLC
- Also doing business as: SAFE HARBOR CAPITAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Coconut Grove, FL
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305314
- AdvisorCensus page: https://advisorcensus.com/firm/safe-harbor-capital-partners-coconut-grove-fl-305314

## Quick answers

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

**Where is Safe Harbor Capital Partners located?**
Safe Harbor Capital Partners' principal office is in Coconut Grove, FL, according to its Form ADV.

**Is Safe Harbor Capital Partners registered with the SEC or a state?**
Safe Harbor Capital Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 305314.

**How much does Safe Harbor Capital Partners manage?**
Safe Harbor Capital Partners reports $343,828,365 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**How have Safe Harbor Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Safe Harbor Capital Partners: Regulatory assets under management: $94,620,129 in the October 2021 data and $343,828,365 in the October 2026 data, up 263%. Total employees: 9 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Safe Harbor Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Safe Harbor Capital Partners 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/305314

**What changed in Safe Harbor Capital Partners' recent Form ADV filings?**
In the May 2026 filing data: 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
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $343,828,365
- Discretionary: $343,828,365
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $343,828,365 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 23 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- safeharborcp.com
- LinkedIn @safe-harbor-cp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $94,620,129 | 9 | May 4, 2021 |
| October 2022 | $181,328,126 | 12 | March 30, 2022 |
| October 2023 | $208,227,264 | 12 | March 28, 2023 |
| October 2024 | $245,052,550 | 21 | March 28, 2024 |
| October 2025 | $355,412,612 | 23 | March 31, 2025 |
| October 2026 | $343,828,365 | 23 | May 4, 2026 |

Regulatory assets under management: $94,620,129 in the October 2021 data and $343,828,365 in the October 2026 data, up 263%.
Total employees: 9 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 10 to 4.
- No longer lists an office in Coconut Grove, FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Safe Harbor Capital Partners (CRD 305314): Form ADV filing data as of October 2026.