Harbor Group International provides portfolio management for pooled vehicles. The firm advises 74 private funds.
Harbor Group International reports 96 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($3.79B across 96 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 96 | $3.79B | 100.0% | $39.5M |
| Total | 96 | $3.79B | 100% | $39.5M |
- Clients
- 96
- Regulatory AUM
- $3.79B
- AUM share
- 100.0%
- Avg. per client
- $39.5M
Total
- Clients
- 96
- Regulatory AUM
- $3.79B
- AUM share
- 100%
- Avg. per client
- $39.5M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 74
Harbor Group International is paid through a percentage of assets under management and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Hgi Holdings, LLC owns 75% or more of Harbor Group International and is in turn owned by Harbor Group Capital Corp (25–50%). Jordan Slone is CEO; the leadership team includes President Thomas Litton, Chief Financial Officer Carla Stoner and Chief Compliance Officer Christopher Gruszczynski. It has 293 employees, 46 of them in advisory roles.
Leadership
- Jordan SloneChairman / Chief Executive Officer / Director
- Thomas LittonPresident
- Carla StonerChief Financial Officer / Treasurer / Secretary
- Christopher GruszczynskiChief Legal Officer/ Chief Compliance Officer
- Saul LubetskiVice Chairman / Director
- Pinchas MendlovicDirector
- Jacob SloneDirector
- Jay ZwiebelDirector
Staff
- 293 employees
- 46 in advisory functions
- 1 insurance agent
- Owns 75% or more of Harbor Group International, LLC
Hgi Holdings, LLC
Control person · since July 2007
- Owns 25% to 50% of Hgi Holdings, LLC
Harbor Group Capital Corp
Control person · since February 1993
- Owns 50% to 75% of Harbor Group Capital Corp
Jordan Slone
Control person · since February 1993
Harbor Group International’s regulatory assets grew 3.0× from $1.25B (March 2021) to $3.79B (April 2026); clients fell from 150 to 96 and employees rose from 75 to 293.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $3.79B | 96 | 293 | 4 |
| April 2025 | $4.23B | 128 | 291 | 5 |
| March 2024 | $3.77B | 123 | 277 | 3 |
| July 2023 | $2.75B | 140 | 129 | 3 |
| July 2022 | $1.94B | 161 | 128 | 3 |
| March 2021 | $1.25B | 150 | 75 | 3 |
Besides its headquarters, Harbor Group International has 3 offices, with 4 listed addresses in the U.S. and abroad.
Maryland · 1 listed address
- 1829 Reisterstown Road, Baltimore
New York · 1 listed address
- 51 West 52nd Street, New York
Virginia · 1 listed address
- 999 Waterside Drive, Suite 2300, NorfolkHQ
International offices
- 11 MENACHEM BEGIN STREET, RAMAT GAN, 52681, Israel
Contact and registration details
- Legal name
- Harbor Group International, LLC
- Headquarters
- 999 Waterside Drive, Suite 2300, Norfolk, VA 23510
- Website
- hgilending.com
- Phone
- 757-640-0800
- @harborgroupinternational
- SEC file
- 801-108747
- Structure
- Delaware LLC
- Fiscal year end
- December
Harbor Group International has custody of $1.52B in client assets for 96 clients.
How many clients does Harbor Group International have?
Harbor Group International has 96 clients and manages $3.79 billion for them, as of April 2026. They include 96 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 April 2026
What services does Harbor Group International offer?
Harbor Group International provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Harbor Group International have?
Harbor Group International has 0 investment adviser representatives registered with state securities authorities, out of 293 employees, and 46 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Harbor Group International?
Harbor Group International is owned through a chain of holding companies by Jordan Slone. Its direct owner is Hgi Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 April 2026
How does Harbor Group International get paid?
Harbor Group International is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Harbor Group International?
Harbor Group International’s main office is at 999 Waterside Drive, Suite 2300, Norfolk, VA 23510. Its phone number is 757-640-0800. Its website is hgilending.com.