HARBOUR25 MANAGEMENT SERVICES, L.L.C. · Tank Allocator Loader

← Back to list

HARBOUR25 MANAGEMENT SERVICES, L.L.C.

UUIDcd8ee07b-c8ad-5649-864a-f4d13c6afe20

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:31

Updated2025-10-23 02:24:31

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338604	338604	—	1.0

Profile

Website—

HQ CityNone

HQ StateNone

HQ CountryNone

AUM (USD)—

AUM As OfNone

People

Name	Title	Role	Email	Evidence
LIU, CHRIS, SHI CHAI	MANAGING MEMBER OF HARBOUR25 MANAGEMENT SERVICES, L.L.C.	OFFICER	—	{"filing_id": "2015355", "owner_id": "8163386", "source": "adv_part1", "table": "Schedule_A_B"}
Swanson, Bart	MANAGING MEMBER OF HARBOUR25 MANAGEMENT SERVICES, L.L.C.	OFFICER	—	{"filing_id": "2015355", "owner_id": "8163388", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/ERA_ADV_Base_20250901_20250930.csv 2025-10-23 02:24:31 • csv
```
{
  "date_submitted": "09/15/2025",
  "filing_id": "2015355",
  "reg_type": "ERA"
}
```