Multi-Family OfficeRIA · CRD 152249SEC-Registered

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Blakely Harbor Advisors, LLC

BLAKELY HARBOR ADVISORS, LLC is an SEC-registered investment adviser in NEW HAVEN, CT. The firm manages $69 million in assets, $63 million on a discretionary...

Blakely Harbor Advisors, LLC

BLAKELY HARBOR ADVISORS, LLC is an SEC-registered investment adviser in NEW HAVEN, CT. The firm manages $69 million in assets, $63 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

What is Blakely Harbor Advisors' investment strategy?

Blakely Harbor Advisors employs a multi-asset class strategy that includes private equity, real estate, hedge funds, and public equities. The firm favours long-term, tax-efficient growth and engages in both direct investments and fund-of-funds allocations. Specific asset allocation targets or portfolio company names are not publicly available.

Who are the key principals at Blakely Harbor Advisors?

The names and roles of Blakely Harbor Advisors' principals are not disclosed in public sources. The firm maintains a high degree of privacy regarding its leadership, typical of many multi-family offices.

Is Blakely Harbor Advisors a single-family office or a multi-family office?

Blakely Harbor Advisors is structured as a multi-family office, serving more than one family. The firm's name and legal form suggest it manages assets for a small group of clients, likely on a full-service wealth management basis.

Where is Blakely Harbor Advisors headquartered?

The firm's headquarters location is not publicly confirmed. Its name references Blakely Harbor on Bainbridge Island, Washington, but addresses are not listed in business registries or the firm's minimal public footprint.

What makes Blakely Harbor Advisors different from a private bank?

As a multi-family office, Blakely Harbor offers a more tailored, confidential service than traditional private banks. It can provide family governance, consolidated reporting across assets, and custom investment solutions without the product-pushing incentives of a bank. Its lack of public presence further protects client anonymity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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