Harbor Point Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
400 Trade Center, Ste 5900
Woburn MA 01801
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Axios Investment Management, LLC · Great Plains Capital Management LLC · Harbor Point Capital Management, LLC
Disclosures
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Business activities & affiliations
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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