Harbor Equities LLC
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Harbor Equities LLC
LLCHEQ
Tax ID / FEIN
**-***9361
Address
412 Queens Road, Charlotte, NC 28207
NC
Investment Class
Hale
Status
Investing
Total Invested
$5,950,000
Total FMV
$7,700,000
Distributions
$509,819
# Investments
2
# Sub-entities
0
Ownership
who owns HEQ
Ultimate owners
Northwind Gift Trust
via Harbor LP
54.00%
Northwind Legacy Trust
via Harbor LP
27.00%
Morgan Hale
via Harbor LP
9.00%
total
90.00%
This schedule sums to 90.00%, not 100% — 10.00% is unattributed.
Status:
| Deal Name | Asset Type | Status | Invested | FMV | Distributions |
|---|---|---|---|---|---|
|
Orchard Software Group
Orchard Software Group LLC
|
Private Equity | Active | $2,750,000 | $3,900,000 | $0 |
|
Riverstone Precision
Riverstone Precision Holdings LLC
|
Private Equity | Active | $3,200,000 | $3,800,000 | $509,819 |
| Period | Amount |
|---|---|
| Jul 2026 | $53,246 |
| Apr 2026 | $62,628 |
| Jan 2026 | $53,212 |
| Oct 2025 | $58,444 |
| Jul 2025 | $58,166 |
| Apr 2025 | $55,508 |
| Jan 2025 | $54,422 |
| Oct 2024 | $58,464 |
| Jul 2024 | $55,729 |