Harbor Point Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,565,903
Clients
27
70% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$576,515
About
Harbor Point Capital Management provides wealth management and portfolio management services to individuals as well as institutional clients, including pension and profit-sharing plans, trusts, and business entities. Services include discretionary and non‑discretionary investment management, comprehensive financial planning, and allocation among independent managers, mutual funds, ETFs, and individual debt and equity securities.
The firm employs a disciplined, dynamic, data‑driven approach and proprietary tactical asset allocation models, with an emphasis on fixed income and ETF exposures. Harbor Point draws on third‑party research sources (for example Schwab Institutional Research, Ned Davis Research, and Credit Suisse Research), tailors risk profiles and time horizons to each client, and may recommend independent managers or private placements for accredited investors.
What is noteworthy about Harbor Point relative to many independent advisors is its combination of institutional portfolio management alongside individual client work and its use of private collective investment vehicles and third‑party independent managers. The brochure also discloses that roughly $15.5 million of client assets are managed on a discretionary basis while an additional portion is held in non‑discretionary accounts managed by a sub‑adviser, and the firm generally applies a $1,000,000 account minimum subject to exceptions.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Private / alternative investments
Concentrated stock management
Fee options
$0 - $5,000,000: 2.00% $5,000,001 - $10,000,000: 1.50% $10,000,001 - $15,000,000: 1.25% $15,000,001 - $25,000,000: 0.75% $25,000,001+: 0.45%
Account minimum: $1,000,000 Fee-only: Additional fee of 0.25% to 0.50% for personal or trust foundation equity or blended accounts depending on service complexity; reduced fee of up to 0.25% for assets under management without wealth management services.
Main office location
Harbor Point Capital Management, LLC
400 Trade Center, Ste 5900
Woburn MA 01801, United States
Number of offices
1
Most active in
Harbor Point Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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