# Star Harbor Investments Inc

> Star Harbor Investments Inc is an SEC-registered investment advisory firm in Tampa, FL, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated March 31, 2026.

- CRD: 335139
- Filed as: STAR HARBOR INVESTMENTS INC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/335139
- AdvisorCensus page: https://advisorcensus.com/firm/star-harbor-investments-inc-tampa-fl-335139

## Quick answers

**How is Star Harbor Investments Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Star Harbor Investments Inc reports these compensation arrangements: a percentage of assets under its management.

**How much does Star Harbor Investments Inc charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $100,000: 2% a year; $100,001 to $500,000: 1.75% a year; $500,001 to $2,000,000: 1.5% a year; Above $2,000,001: 1.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Star Harbor Investments Inc located?**
Star Harbor Investments Inc's principal office is in Tampa, FL, according to its Form ADV.

**Is Star Harbor Investments Inc registered with the SEC or a state?**
Star Harbor Investments Inc is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 335139.

**How have Star Harbor Investments Inc's assets and staff changed since 2025?**
In the Form ADV data for Star Harbor Investments Inc: Total employees: 2 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Star Harbor Investments 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/335139

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Up to $100,000: 2% a year
- $100,001 to $500,000: 1.75% a year
- $500,001 to $2,000,000: 1.5% a year
- Above $2,000,001: 1.25% a year

> Fees for individually managed accounts are tier priced as follows: Account Size Fee (Annual Percentage)* $0-100,000 2.00% $100,001-500,000 1.75% $500,001-2,000,000 1.50% $2,000,001+ 1.25%

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

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- 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)
- [starharborinvestments.com](https://starharborinvestments.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | April 30, 2025 |
| October 2026 | Not reported | 1 | March 31, 2026 |

Total employees: 2 in October 2025 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Star Harbor Investments Inc (CRD 335139): Form ADV filing data as of October 2026.