SourcingSourcing

HARBER CAPITAL LLC

B60
CRD 158939·SEC 801-73866·ASHEVILLE, NC
AUM
$492.7M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARBER CAPITAL LLC
CRD
158939
SEC file #
801-73866
EIN
000000000
DBA names
Graham Partners

Economics

AUM
$492.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$743.8M → $492.7M▼ -34%
Client mix
Pooled Investment Vehicles3

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
ASHEVILLE NC
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
grahampartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BERRY, HAROLD, WALTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BERRY, HAROLD, WALTON
DAVIS, JOSHUA, WINBORNE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GRAHAMPARTNERS.COM
Rdap Domain Creation Date
1998-08-24T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001387921
Edgar Registered
Yes
Edgar Filing Count
87
Edgar First Filing Date
2007-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
81
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000897069-26-001141

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Fidelity9
Wells Fargo9
E*trade4
Edgar Addresses
Mailing
80 PEACHTREE RDSUITE 110ASHEVILLE, NC 28803
Business
80 PEACHTREE RDSUITE 110ASHEVILLE, NC 28803
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0000897069-26-001141
13F-HR2026-02-13 · 0000897069-26-000312
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-23T04:00:00Z
Rdap Domain Last Changed
2026-04-06T16:47:04Z
Rdap Nameservers
Leanna.ns.cloudflare.comRandy.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
5989604
Trust Company Affiliate
No

People (3)

3
BERRY, HAROLD, WALTON
Direct Owner · 87.5%
5989604
DAVIS, JOSHUA, WINBORNE
Executive Officer · 2.5%
5989605
WALLIS, GREGORY, MICHAEL
Executive Officer · 2.5%
5989632