Copiague, NY Office

Bull Harbor Capital LLC serves individuals, high‑net‑worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing about $354.8 million for roughly 421 clients through a team of 28 advisors. The firm provides discretionary portfolio management, financial planning, and retirement‑plan advisory services, and also offers non‑discretionary and co‑advisory program options.

BHC constructs customized, primarily long‑term portfolios using mutual funds, ETFs, individual public and private equity, fixed‑income securities and, when appropriate, covered options or tactical reallocations informed by fundamental and technical analysis. It implements strategies both directly and by recommending or placing assets with Independent Managers and third‑party programs, and monitors accounts on a continuous basis under discretionary authority for most clients.

What is distinctive about BHC is its active use of third‑party advisory and platform relationships: the firm participates in a tri‑party co‑advisory program with Matson Money that invests client assets in Matson Funds (fund‑of‑funds), operates platform and solicitation arrangements with AssetMark, and maintains a shared‑services relationship with Arax Advisory Partners/GFP, in addition to a planned bi‑directional promoter and revenue‑sharing arrangement with Madan + Associates. These affiliations, together with the fact that some supervised persons are registered representatives and insurance producers for affiliated entities, create potential conflicts of interest that the brochure discloses and that the firm manages through supervision, disclosure, and its fiduciary policies.