HARBOR ITHAKA WM, LLC
Legal name: HARBOR ITHAKA
CRD #170580 SEC #801-113143 MIAMI, FL 305-755-7600
SEC Registered Private Funds
Total AUM
$159.6M
Discretionary
$120.5M
Employees
5
Clients
--
Accounts
76
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $159.6M | $120.5M | $39.2M | 5 | 0 |
| Mar 2024 | $151.5M | $113.5M | $37.9M | 5 | 0 |
| Mar 2024 | $151.5M | $113.5M | $37.9M | 5 | 0 |
| May 2023 | $138.5M | $98.9M | $39.6M | 5 | 0 |
| Nov 2022 | $127.9M | $84.9M | $43M | 5 | 0 |
| Apr 2022 | $127.9M | $84.9M | $43M | 7 | 0 |
| Mar 2022 | $127.9M | $84.9M | $43M | 7 | 0 |
| Mar 2021 | $107.1M | $69.3M | $37.8M | 8 | 0 |
| Sep 2020 | $129.5M | $91.8M | $37.7M | 8 | 0 |
| Sep 2020 | $129.5M | $91.8M | $37.7M | 9 | 0 |
| Jun 2020 | $129.5M | $91.8M | $37.7M | 10 | 0 |
| May 2020 | $129.5M | $91.8M | $37.7M | 10 | 0 |
| Apr 2020 | $129.5M | $91.8M | $37.7M | 10 | 0 |
| Apr 2020 | $129.5M | $91.8M | $37.7M | 10 | 0 |
| Mar 2020 | $129.5M | $91.8M | $37.7M | 10 | 0 |
| Mar 2019 | $118.9M | $82.5M | $36.4M | 7 | 0 |
| Jun 2018 | $102.8M | $67.3M | $35.5M | 6 | 0 |
| Apr 2018 | $102.8M | $67.3M | $35.5M | 6 | 0 |
| Feb 2015 | $17.9M | $17.9M | $0 | 3 | 0 |
| Jan 2015 | $0 | $0 | $0 | 3 | 0 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
| Sep 2014 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$159.6M
Discretionary$120.5M
Non-Disc.$39.2M
Employees5
Clients0
DateMar 2024
Total AUM$151.5M
Discretionary$113.5M
Non-Disc.$37.9M
Employees5
Clients0
DateMar 2024
Total AUM$151.5M
Discretionary$113.5M
Non-Disc.$37.9M
Employees5
Clients0
DateMay 2023
Total AUM$138.5M
Discretionary$98.9M
Non-Disc.$39.6M
Employees5
Clients0
DateNov 2022
Total AUM$127.9M
Discretionary$84.9M
Non-Disc.$43M
Employees5
Clients0
DateApr 2022
Total AUM$127.9M
Discretionary$84.9M
Non-Disc.$43M
Employees7
Clients0
DateMar 2022
Total AUM$127.9M
Discretionary$84.9M
Non-Disc.$43M
Employees7
Clients0
DateMar 2021
Total AUM$107.1M
Discretionary$69.3M
Non-Disc.$37.8M
Employees8
Clients0
DateSep 2020
Total AUM$129.5M
Discretionary$91.8M
Non-Disc.$37.7M
Employees8
Clients0
DateSep 2020
Total AUM$129.5M
Discretionary$91.8M
Non-Disc.$37.7M
Employees9
Clients0
DateJun 2020
Total AUM$129.5M
Discretionary$91.8M
Non-Disc.$37.7M
Employees10
Clients0
DateMay 2020
Total AUM$129.5M
Discretionary$91.8M
Non-Disc.$37.7M
Employees10
Clients0
DateApr 2020
Total AUM$129.5M
Discretionary$91.8M
Non-Disc.$37.7M
Employees10
Clients0
DateApr 2020
Total AUM$129.5M
Discretionary$91.8M
Non-Disc.$37.7M
Employees10
Clients0
DateMar 2020
Total AUM$129.5M
Discretionary$91.8M
Non-Disc.$37.7M
Employees10
Clients0
DateMar 2019
Total AUM$118.9M
Discretionary$82.5M
Non-Disc.$36.4M
Employees7
Clients0
DateJun 2018
Total AUM$102.8M
Discretionary$67.3M
Non-Disc.$35.5M
Employees6
Clients0
DateApr 2018
Total AUM$102.8M
Discretionary$67.3M
Non-Disc.$35.5M
Employees6
Clients0
DateFeb 2015
Total AUM$17.9M
Discretionary$17.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0