WELLHARBOUR

WELLHARBOUR LLC Legal Name

Adviser information for WELLHARBOUR last updated from Form ADV on August 15th, 2023. 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 Florida, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

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 0 $0
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 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed feesWRAP FEES

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0
Portfolio Manager to Program Sponsor
APEX CLEARING WRAP FEE PROGRAM APEX CLEARING CORPORATION

Identifiers

SEC RIA File Number 801-128435
SEC ERA File Number 801-128435
SEC CIK Numbers None
SEC CRD Numbers 326884
Legal Entity Identifier None

Principal Office

CAMILA O'GORMAN 412
OFC 401
BUENOS AIRES
Argentina
Monday - Friday, 9AM TO 6PM
Tel: 561 971-0495, Fax: None

Websites

Chief Compliance Officer

CARLOS ARIEL BERTINO
MANAGING DIRECTOR
777 BRICKELL AVENUE
SUITE 1210
MIAMI
FL
United States
Tel: 561 971-0495
(Full email address available in API data)

Regulatory Contact

JUAN CARLOS RIERA
COMPLIANCE CONSULTANT
2600 S DOUGLAS RD
SUITE 908
CORAL GABLES
FL
United States
Tel: 3059652166
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Bertino, Carlos, Ariel Individual CCO CEO 08/2021 > 75%

No. Employees, Historic

1050202320241 on 6/28/20231 on 7/18/20231 on 8/15/2023

RAUM, Historic

000202320240 on 6/28/20230 on 7/18/20230 on 8/15/2023