HARBOR GROUP INTERNATIONAL, LLC
Adviser information for HARBOR GROUP INTERNATIONAL, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 277 |
|---|---|
| Investment Advisory/Research | 50 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 123 | $3.8B |
| Non-Discretionary | 0 | $0 |
| Total | 123 | $3.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 123 | $3.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMCARRIED INTEREST |
Identifiers
| SEC RIA File Number | 801-108747 |
|---|---|
| SEC ERA File Number | 801-108747 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 285895 |
| Legal Entity Identifier | 549300UVL4U9DC0V6J7S |
Principal Office
999 WATERSIDE DRIVESUITE 2300
NORFOLK
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 757-640-0800, Fax: None
Chief Compliance Officer
CHRISTOPHER GRUSZCZYNSKI
CHIEF LEGAL OFFICER
51 WEST 52ND STREET
19TH FLOOR
NEW YORK
NY
United States
Tel:
212.295.4198
C**@**********M
(Full email address available in API data)
Industry Affiliates
| AMBERWESTWOOD HOLDINGS MANAGING CO. GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BOSTON HOLDINGS MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BRONX 1000 HOLDINGS MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BROOKLYN HARLEM HOLDINGS MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| CASA REAL PREFERRED HOLDINGS MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GARDEN STATE HOLDINGS MANAGING CO. GP, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HARBOR GROUP INSURANCE AGENCY, LLC | Insurance company or agency |
| HARBOR GROUP MANAGEMENT CO., LLC | Real estate broker or dealer |
| HG BOSTON MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HG DEVELOPMENT FINANCE MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF I MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF II MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF III MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF IV MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF K30 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF K34 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF K39 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF K41 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF K45 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF K50 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF KF12 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF KF16 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF KF50 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF KF54 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF KW-03 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF KX03 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF SB-37 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF V MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI AIF VII MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI B MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI BSW FUND V MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI BSW FUND VI, MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI BSW FUND VII MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI CAPITAL MANAGEMENT, LLC. | Other investment adviser, including financial planners |
| HGI CREDIT FUND I GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI DEBT PORTFOLIO 9-17 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI K131 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF AND LOAN PORTFOLIO GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF10 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF104 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF110 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF117 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF12 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF50-KJ21 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF62 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF67-KS12 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF74 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF83 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF88 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF95 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KF98 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KG05 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KJ24 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KJ26 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KJ28 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KJ29 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI KJ31 MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI MD OFFSHORE FUND II GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI MD PLATINUM REAL ESTATE FUND MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI MULTIFAMILY CREDIT FUND GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI MULTIFAMILY CREDIT FUND SLP HOLDINGS, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI MULTIFAMILY HOLDINGS MANAGING CO. GP, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI OPPORTUNITY FUND X MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI OPPORTUNITY FUND XI MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI OPPORTUNITY FUND XII MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI OPPORTUNITY SELECT FUND V MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI OPPORTUNITY SELECT FUND VI, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI OPPORTUNITY SELECT FUND VII MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI PALLADIUM FUND I MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI US PROPERTY FUND IX MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI US PROPERTY FUND X MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HGI US PROPERTY FUND XI MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HNE-SW DEBT HOLDINGS MANAGING CO. GP, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| LEAF HOLDINGS MANAGING CO. GP, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MEADOWS MEZZANINE HOLDINGS MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| NE-SW DEBT HOLDINGS MANAGIN CO. GP, LP | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| OH-CT DEBT HOLDINGS MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| SAA HOLDINGS MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| VIRGINIA MEZZANINE AND PREFERRED MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| WLIF MANAGING CO., LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AMBERWESTWOOD HOLDINGS, LP | Private Equity Fund | $1.1M | $0.0M | 55 |
| AMBERWESTWOOD IMAGE CAPITAL LLC | Private Equity Fund | $1.0M | $0.0M | 2 |
| AMBERWESTWOOD SF, LP | Private Equity Fund | $1.2M | $0.0M | 19 |
| CASA REAL PREFERRED HOLDINGS, LLC | Private Equity Fund | $0.0M | $0.0M | 48 |
| E 79TH STREET MEZZ HOLDINGS, LP | Private Equity Fund | $4.5M | $0.0M | 71 |
| E 79TH STREET MEZZ SELECT, LP | Private Equity Fund | $13.8M | $0.0M | 134 |
| HG DEVELOPMENT FINANCE, LLC | Private Equity Fund | $1.7M | $0.0M | 62 |
| HG LEAF, LP | Private Equity Fund | $2.9M | $0.0M | 2 |
| HGI 51 W 52ND CLASS C BONDS, LP | Private Equity Fund | $3.6M | $0.0M | 6 |
| HGI AIF SELECT II, LLC | Private Equity Fund | $31.0M | $0.0M | 65 |
| HGI AIF SELECT VII, LLC | Private Equity Fund | $0.5M | $0.0M | 13 |
| HGI B HOLDINGS, LP | Private Equity Fund | $82.7M | $0.0M | 2 |
| HGI BC KF67-KS12, LLC | Private Equity Fund | $12.5M | $0.0M | 4 |
| HGI BSW FUND V, LLC | Private Equity Fund | $0.9M | $0.0M | 99 |
| HGI BSW FUND VI, LLC | Private Equity Fund | $1.8M | $0.0M | 98 |
| HGI CAM INVESTOR, LP | Private Equity Fund | $2.9M | $0.0M | 2 |
| HGI CREDIT FUND I HOLDINGS, LP | Private Equity Fund | $235.2M | $0.0M | 4 |
| HGI DEBT PORTFOLIO 9-17, LLC | Private Equity Fund | $15.8M | $0.0M | 94 |
| HGI DEBT PORTFOLIO SELECT 9-17, LLC | Private Equity Fund | $14.2M | $0.0M | 115 |
| HGI DS K45, LLC | Private Equity Fund | $3.0M | $0.0M | 20 |
| HGI INST KF83, LLC | Private Equity Fund | $0.9M | $0.0M | 4 |
| HGI JA KF16, LLC | Private Equity Fund | $0.1M | $0.0M | 2 |
| HGI JB KS12, LLC | Private Equity Fund | $0.2M | $0.0M | 2 |
| HGI K131, LLC | Private Equity Fund | $0.5M | $0.0M | 15 |
| HGI K45 SELECT, LLC | Private Equity Fund | $1.6M | $0.0M | 22 |
| HGI KF12, LLC | Private Equity Fund | $2.5M | $0.0M | 98 |
| HGI KF50-KJ21 SELECT, LLC | Private Equity Fund | $9.4M | $0.0M | 87 |
| HGI KF50-KJ21, LLC | Private Equity Fund | $4.7M | $0.0M | 74 |
| HGI KF50, LLC | Private Equity Fund | $0.5M | $0.0M | 5 |
| HGI KF54 SELECT, LLC | Private Equity Fund | $0.9M | $0.0M | 21 |
| HGI KF54-2, LLC | Private Equity Fund | $0.3M | $0.0M | 6 |
| HGI KF54, LLC | Private Equity Fund | $1.4M | $0.0M | 76 |
| HGI KF62 SELECT, LLC | Private Equity Fund | $4.1M | $0.0M | 139 |
| HGI KF62, LLC | Private Equity Fund | $2.0M | $0.0M | 86 |
| HGI KF67-KS12, LLC | Private Equity Fund | $9.2M | $0.0M | 47 |
| HGI KF74, LLC | Private Equity Fund | $3.6M | $0.0M | 74 |
| HGI KF83, LLC | Private Equity Fund | $5.2M | $0.0M | 146 |
| HGI KF88 HOLDINGS, LP | Private Equity Fund | $5.5M | $0.0M | 8 |
| HGI KF88, LLC | Private Equity Fund | $1.0M | $0.0M | 48 |
| HGI KF95, LLC | Private Equity Fund | $4.8M | $0.0M | 98 |
| HGI KF98, LLC | Private Equity Fund | $7.0M | $0.0M | 71 |
| HGI KF104, LLC | Private Equity Fund | $3.1M | $0.0M | 62 |
| HGI KF110, LLC | Private Equity Fund | $4.3M | $0.0M | 68 |
| HGI KF117, LLC | Private Equity Fund | $16.2M | $0.0M | 85 |
| HGI KF67-KS12 SELECT, LLC | Private Equity Fund | $17.1M | $0.0M | 77 |
| HGI KF95 HOLDINGS, LP | Private Equity Fund | $6.9M | $0.0M | 9 |
| HGI KF98 HOLDINGS, LP | Private Equity Fund | $17.0M | $0.0M | 26 |
| HGI KFB I, LLC | Private Equity Fund | $2.1M | $0.0M | 134 |
| HGI KFB K30, LLC | Private Equity Fund | $1.6M | $0.0M | 73 |
| HGI KFB K39, LLC | Private Equity Fund | $0.1M | $0.0M | 13 |
| HGI KFB K41, LLC | Private Equity Fund | $5.0M | $0.0M | 66 |
| HGI KFB K45, LLC | Private Equity Fund | $2.3M | $0.0M | 108 |
| HGI KFB KX03, LLC | Private Equity Fund | $1.2M | $0.0M | 130 |
| HGI KFB V, LLC | Private Equity Fund | $11.9M | $0.0M | 71 |
| HGI KFB VII, LLC | Private Equity Fund | $2.0M | $0.0M | 125 |
| HGI KG05 HOLDINGS, LP | Private Equity Fund | $3.3M | $0.0M | 23 |
| HGI KG05, LLC | Private Equity Fund | $5.2M | $0.0M | 22 |
| HGI KJ24, LLC | Private Equity Fund | $5.1M | $0.0M | 74 |
| HGI KJ26, LLC | Private Equity Fund | $0.9M | $0.0M | 25 |
| HGI KJ28, LLC | Private Equity Fund | $1.5M | $0.0M | 32 |
| HGI KJ29, LLC | Private Equity Fund | $2.2M | $0.0M | 32 |
| HGI KJ31, LLC | Private Equity Fund | $2.4M | $0.0M | 54 |
| HGI MD KF I, LLC | Private Equity Fund | $0.8M | $0.0M | 1 |
| HGI MULTIFAMILY CREDIT FUND, LP | Private Equity Fund | $1,194.1M | $5.0M | 52 |
| HGI MULTIFAMILY HOLDINGS, LP | Private Equity Fund | $2.2M | $0.0M | 22 |
| HGI OPPORTUNITY FUND X, LLC | Private Equity Fund | $3.0M | $0.0M | 143 |
| HGI OPPORTUNITY FUND XI, LLC | Private Equity Fund | $8.2M | $0.0M | 142 |
| HGI PH AIF, LLC | Private Equity Fund | $1.6M | $0.0M | 8 |
| HGI SF K30, LLC | Private Equity Fund | $1.9M | $0.0M | 67 |
| HGI SF K34, LLC | Private Equity Fund | $3.2M | $0.0M | 18 |
| HGI SF KF12, LLC | Private Equity Fund | $1.4M | $0.0M | 4 |
| HGI SF KF83, LLC | Private Equity Fund | $2.5M | $0.0M | 40 |
| HGI SF KF88, LLC | Private Equity Fund | $5.9M | $0.0M | 12 |
| HGI SF KF95, LLC | Private Equity Fund | $5.2M | $0.0M | 8 |
| HGI SF KF98, LLC | Private Equity Fund | $11.4M | $0.0M | 46 |
| HGI SF MULTIFAMILY HOLDINGS, LLC | Private Equity Fund | $1.9M | $0.0M | 4 |
| HGI TOWNSEND K30, LLC | Private Equity Fund | $2.1M | $0.0M | 2 |
| HGI TOWNSEND K34, LLC | Private Equity Fund | $7.6M | $0.0M | 2 |
| HGI TOWNSEND K39, LLC | Private Equity Fund | $5.0M | $0.0M | 4 |
| HGI US PROPERTY FUND IX, LLC | Private Equity Fund | $2.0M | $0.0M | 120 |
| HGI US PROPERTY FUND X, LLC | Private Equity Fund | $5.2M | $0.0M | 114 |
| HGI WRE K39, LLC | Private Equity Fund | $6.6M | $0.0M | 12 |
| HGI WRE K41, LLC | Private Equity Fund | $6.3M | $0.0M | 18 |
| HGI WRE K45, LLC | Private Equity Fund | $4.8M | $0.0M | 20 |
| HGI WRE KF16, LLC | Private Equity Fund | $8.5M | $0.0M | 20 |
| HGI WRE KF50, LLC | Private Equity Fund | $9.0M | $0.0M | 20 |
| HGI WRE KS12, LLC | Private Equity Fund | $19.6M | $0.0M | 10 |
| HGI-K E 79TH STREET MEZZ, LP | Private Equity Fund | $17.2M | $0.0M | 2 |
| HGI-K K39, LLC | Private Equity Fund | $8.2M | $0.0M | 2 |
| LEAF HOLDINGS, LP | Private Equity Fund | $5.5M | $0.0M | 102 |
| LEAF SELECT, LP | Private Equity Fund | $6.3M | $0.0M | 85 |
| MEADOWS MEZZANINE HOLDINGS, LLC | Private Equity Fund | $8.0M | $0.0M | 117 |
| NE-SW DEBT HOLDINGS, LP | Private Equity Fund | $17.3M | $0.0M | 60 |
| NOTE HOLDINGS TE, LLC | Private Equity Fund | $3.6M | $0.0M | 24 |
| OH-CT DEBT HOLDINGS, LLC | Private Equity Fund | $1.2M | $0.0M | 41 |
| OH-CT DEBT SELECT, LLC | Private Equity Fund | $1.6M | $0.0M | 34 |
| SF NE-SW DEBT HOLDINGS, LP | Private Equity Fund | $9.7M | $0.0M | 25 |
| VIRGINIA MEZZANINE AND PREFERRED HOLDINGS, LLC | Private Equity Fund | $3.0M | $0.0M | 82 |
| VIRGINIA MEZZANINE AND PREFERRED SELECT, LLC | Private Equity Fund | $2.9M | $0.0M | 53 |
| WLIF HOLDINGS, LLC | Private Equity Fund | $0.6M | $0.0M | 65 |
| WLIF SELECT, LLC | Private Equity Fund | $1.3M | $0.0M | 90 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HGI HOLDINGS, LLC | Domestic Entity | – | MEMBER | 07/2007 | > 75% |
| SLONE, JORDAN, ERIC | Individual | – | CHAIRMAN / CHIEF EXECUTIVE OFFICER / DIRECTOR | 07/2007 | < 5% |
| STONER, CARLA, RAMEY | Individual | – | CHIEF FINANCIAL OFFICER / TREASURER / SECRETARY | 01/2013 | < 5% |
| LITTON, JR., THOMAS, RICHARD | Individual | – | PRESIDENT | 07/2007 | < 5% |
| LUBETSKI, SAUL, (NMN) | Individual | – | VICE CHAIRMAN / DIRECTOR | 07/2007 | < 5% |
| ZWIEBEL, JAY, (NMN) | Individual | – | DIRECTOR | 12/2020 | < 5% |
| MENDLOVIC, PINCHAS, (NMN) | Individual | – | DIRECTOR | 07/2007 | < 5% |
| HARBOR GROUP CAPITAL CORP | Domestic Entity | HGI HOLDINGS, LLC | MEMBER | 08/1998 | 25-50% |
| SLONE, JORDAN, ERIC | Individual | HARBOR GROUP CAPITAL CORP | SHAREHOLDER | 02/1993 | 50-75% |
| SLONE, JACOB, IAN | Individual | – | DIRECTOR | 04/2021 | < 5% |
| GRUSZCZYNSKI, CHRISTOPHER, ROGER | Individual | – | CHIEF LEGAL OFFICER/ CHIEF COMPLIANCE OFFICER | 04/2022 | < 5% |