Jan Patric Hagemeier

Employer firm

Boston Harbor Investment Management CRD 165554

$15.2M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers

Boston Harbor Investment Management

110 Great Road Suite 302, Bedford, MA 01730-2729 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-04-04

MA RA
APPROVED

Since 2022-04-04

Branch Locations

Vero Beach, FL • United States

110 Great Road Suite 302, Bedford, MA 01730-2729 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sanford C. Bernstein & Co., Llc	London		06/2012	05/2018
Boston Harbor Investment Management, Llc	Bedford	MA	10/2021	Present
Mitteldeutsche-Hartstein-Industrie Ag	Hanau		06/2018	10/2021
Jph Trading, Llc	Vero Beach	FL	08/2020	Present

06/2012 → 05/2018

Sanford C. Bernstein & Co., Llc

London
10/2021 → Present

Boston Harbor Investment Management, Llc

Bedford, MA
06/2018 → 10/2021

Mitteldeutsche-Hartstein-Industrie Ag

Hanau
08/2020 → Present

Jph Trading, Llc

Vero Beach, FL

Other Businesses

DIRECTOR OF FAMILY ROAD CONSTRUCTION/AGGREGATES BUSINESS IN GERMANY CEO, Global Performance Distribution, LLC - UK/European Distribution for Boston Harbor Investment Management

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-04-01
S63	Uniform Securities Agent State Law Examination	1986-12-03

S65 Uniform Investment Adviser Law Examination

2022-04-01
S63 Uniform Securities Agent State Law Examination

1986-12-03

Other Names

Jan Patric Hagemeier
Jan Patric Hagemeier

View on SEC IAPD