SEC-Registered Investment Adviser
Harbor Group International, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 20, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- January 3, 2017
- Principal office
- 999 Waterside Drive, Suite 2300, Norfolk, VA 23510
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
- Umbrella registration
- Yes, 10 relying advisers
- Other offices
- 3
- Website
- www.hgilending.com
Scale
- Regulatory AUM
- $3.8B
- Attributable to non-US clients
- $8.7M
- Accounts
- 96
- Clients
- 0
- Employees
- 293, 46 in advisory roles
- Private funds advised
- 74
- Private fund gross assets
- $2.5B
- Fund types
- 74 private equity funds
- Client assets in custody
- $1.5B (96 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for pooled investment vehicles
- Compensated by
- a percentage of assets under management and other
- Client types
- pooled investment vehicles (96)
- Related persons include
- another investment adviser, an insurance company or agency, a real estate broker or dealer and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 81 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (April 20, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.