Harbor Ithaka - Investment Advisers

About Harbor Ithaka

Harbor Ithaka WM, LLC is an investment adviser based in Aventura, Florida, with $171.15 million in regulatory assets under management and seven employees. The firm was founded in 2006 under the name New Market Analytics as a research and investment risk consulting business. It is one of the investment advisers in Florida in this directory. The firm serves ultra-high-net-worth families and single-family offices, particularly in Latin America, and offers consulting and investment solutions to those clients and their advisory teams. Its services include independent portfolio analysis and monitoring, management of private and alternative investment portfolios, and a set of fund-of-funds for investors with varying risk profiles. Its chief investment officer and senior advisers have more than twenty years of experience across public and private markets. Its investment approach emphasizes risk management, diversification, and portfolio construction across economic and credit cycles. The firm works with banks, brokers, custodians, auditors, and other service providers. Investment advisers across the country are listed in the directory of US investment advisers.

Key Facts

Assets Under Management

$171.15M

Employees

7

SEC File Number

801-113143