Old Harbor Capital Management LLC is a large advisory firm based in Boston. It manages $31.65 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Massachusetts, New York, and Texas.
Old Harbor Capital Management provides portfolio management for individuals and small businesses and 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.
The assets under management (AUM) of Old Harbor Capital Management LLC is $31.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Old Harbor Capital Management LLC for their services and products based on a percentage of assets under management. 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.
William Manning Jose has been acting as President since 1 Aug 2000. Michael Burr Stevens has served as the Chief Investment Officer since 1 Jan 2004. Estate Of William M. Jose joined the executive team most recently as the Sole Member.
The principal office where Old Harbor Capital Management LLC performs its advisory services is located at Ten Postoffice Square, Boston, MA 02109 4002, 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 617-367-4885 or by fax 617-367-8292. The normal business hours are 9 am to 5 pm on Monday - Friday.