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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HARBOR ISLAND CAPITAL LLC

CRD 107457

TOPSFIELD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:850c1872-bcc9-e235-9880-d26185fa8fab

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Mar 27, 2012 to Jun 15, 2026
14 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Harbor Island Capital LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $278MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $278M
Private client RAUM: $257MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $278Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 14
High net worth clients: 13
SEC number: 801-113401
CIK: 1730580
CRD: 107457
Filings on the tape: 14
First filed: Mar 27, 2012
Latest filed: Jun 15, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL DAVID FORTIN	n/a	TOPSFIELD, MA	27	27	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FORTIN, PAUL, DAVID	OWNER/MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	01/1999	Mar 27, 2012	Mar 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$278M	$278M	2	2	0	n/a	n/a
2024	Feb 20, 2025	$227M	$227M	2	2	0	n/a	n/a
2023	Mar 5, 2024	$208M	$208M	2	2	0	n/a	n/a
2022	Mar 15, 2023	$166M	$166M	2	2	0	n/a	n/a
2021	Mar 16, 2022	$235M	$235M	2	2	0	n/a	n/a
2020	Mar 15, 2021	$166M	$166M	2	2	0	n/a	n/a
2019	Mar 12, 2020	$140M	$140M	2	2	0	n/a	n/a
2018	Mar 13, 2019	$102M	$102M	2	2	0	n/a	n/a
2011	Mar 27, 2012	$51.8M	$51.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$278M	$227M	22.4%	$166M	18.8%	2	2	0	0

Relationships

Registered with (1)

← PAUL DAVID FORTINAdvisorregistration: current employment
Feb 25, 1999 to presentfactForm ADV

Controls (1)

← FORTIN, PAUL, DAVIDOwnerOWNER/MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 27, 2012 to Mar 5, 2024factForm ADV

Dated events

Occurred
May 8, 2018
First Form ADV filing
Harbor Island Capital Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:850c1872-bcc9-e235-9880-d26185fa8fab
First observed: Mar 27, 2012
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HARBOR ISLAND CAPITAL LLC

CRD 107457

TOPSFIELD, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:850c1872-bcc9-e235-9880-d26185fa8fab

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL DAVID FORTIN

n/a

TOPSFIELD, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FORTIN, PAUL, DAVID

OWNER/MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/1999

Mar 27, 2012

Mar 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$278M

n/a

2024

Feb 20, 2025

$227M

n/a

2023

Mar 5, 2024

$208M

n/a

2022

Mar 15, 2023

$166M

n/a

2021

Mar 16, 2022

$235M

n/a

2020

Mar 15, 2021

$166M

n/a

2019

Mar 12, 2020

$140M

n/a

2018

Mar 13, 2019

$102M

n/a

2011

Mar 27, 2012

$51.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$278M

$227M

22.4%

$166M

18.8%