Be advised. This firm is no longer registered.

Stoneharbor Investment Group, LLC

Stoneharbor Investment Group, LLC (CRD# 119982) is a financial advisory firm headquartered in Santa Fe, NM. They manage $49,742,530 in 84 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
433 Paseo De Peralta, Santa Fe, NM 87501
http://www.stoneharborgroup.com/
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $592,173
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, ME, NM, TX

Financial Advisors at Stoneharbor Investment Group, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals