# Snug Harbor Capital Management, LLC

> Snug Harbor Capital Management, LLC is a state-registered investment advisory firm in Green Harbor, MA, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 133453
- Filed as: SNUG HARBOR CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Green Harbor, MA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133453
- AdvisorCensus page: https://advisorcensus.com/firm/snug-harbor-capital-management-llc-green-harbor-ma-133453

## Quick answers

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

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

**Is Snug Harbor Capital Management, LLC registered with the SEC or a state?**
Snug Harbor Capital Management, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 133453.

**How much does Snug Harbor Capital Management, LLC manage?**
Snug Harbor Capital Management, LLC reports $29,999,489 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Snug Harbor Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (3).

**Does Snug Harbor Capital Management, 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/133453

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $29,999,489
- Discretionary: $29,999,489
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $1,526,017 |
| High net worth individuals | 15 | $28,473,472 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- snugharborcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Snug Harbor Capital Management, LLC (CRD 133453): Form ADV filing data as of October 2026.