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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | MANAGING DIRECTOR & CCO | NA | Control |
| CANAS DIAZ, JULIO, CESAR | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| Garcia Cardona, Miguel | I | DIRECTOR OF FUNDAMENTAL ANALYSIS | NA | |
| LORETO, JAVIER, ALBERTO | I | PORTFOLIO MANAGER AND CCO | NA | Control |
| LORETO, JAVIER, ALBERTO | I | CCO | NA | Control |
| LORETO, JAVIER, ALBERTO | I | CCO | NA | Control |
| LORETO, JAVIER, ALBERTO | I | PORTFOLIO MANAGER | NA | |
| ALCANTARA, RAFAEL, A | I | MANAGING DIRECTOR | E | Control |
| ALCANTARA, RAFAEL, ALEJANDRO | I | MANAGING MEMBER | E | Control |
| ALCANTARA, RAFAEL, ALEJANDRO | I | MANAGING MEMBER | E | Control |
| ALCANTARA, RAFAEL, ALEJANDRO | I | MANAGING MEMBER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
| HARBOR FINANCIAL HOLDINGS LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | LIONFERN VENTURES LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | LIONFERN VENTURES LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | LIONFERN VENTURES LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | LIONFERN VENTURES LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | LIONFERN VENTURES LLC | E | Control |
| ALCANTARA-LANSBERG, RAFAEL, ALEJANDRO | I | LIONFERN VENTURES LLC | E | Control |
| LIONFERN VENTURES LLC | DE | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| LIONFERN VENTURES LLC | DE | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| LIONFERN VENTURES LLC | DE | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| LIONFERN VENTURES LLC | DE | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| LIONFERN VENTURES LLC | DE | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
| LIONFERN VENTURES LLC | DE | HARBOR FINANCIAL HOLDINGS LLC | E | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (2)
FL NY
Address
3250 NE 1ST AVE.3RD FLOOR, SUITE #305
MIAMI, FL 33137
United States
Phone: 305-755-7600