Sign in Sign up for free

Point Harbor Capital, LLC. (New York)


Point Harbor Capital, LLC. is a mid-sized advisory firm based in New York. It manages $34.82 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014.

Point Harbor Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Point Harbor Capital: assets under management

The assets under management (AUM) of Point Harbor Capital, LLC. is $34.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Point Harbor Capital, LLC. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Point Harbor Capital, LLC. performs its advisory services is located at 45 Rockefeller Plaza, New York, NY 10111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-221-9620 or by fax N/A. The normal business hours are 8am-5pm on Monday - Friday.


Registered investment advisers similar to Point Harbor Capital, LLC.