Tech stack
No one at Bull Harbor Capital LLC. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Axos Clearing
Per Form ADV · $53M held · filed Aug 2024
Fidelity
Per Form ADV · $50M held · filed Aug 2024
Pershing
Per Form ADV · $35M held · filed Aug 2024
Schwab
Per Form ADV · $35M held · filed Aug 2024