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LLOYD HARBOR CAPITAL MANAGEMENT, LLC
CRD 304646 · SEC 801-126200
44 MAIN STREET, COLD SPRING HARBOR, NY, 11724, United States
Phone
631-246-0340
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$354.5M
Discretionary AUM
$354.5M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $354.5M |
All web addresses on file
Official SEC filing: View on IAPD