Harborside Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Harborside Capital is an independent registered investment adviser that serves a small client base of individuals, high‑net‑worth clients, entities and trusts and also provides portfolio management for institutional clients. The firm offers discretionary investment advisory services across a mix of asset types, including securities, commodity interests and digital assets, and documents client objectives in tailored investment policy statements.
The investment approach combines medium‑to‑long‑term positions with selective short‑term trading and uses a range of analytical methods — charting, fundamental, technical, volatility and cyclical analysis — together with a formal process to assess whether digital assets are securities. The firm regularly employs derivatives, futures and options and may use hedging, leverage and short positions within client accounts as part of its implementation.
Harborside is registered with the CFTC and is an NFA member as a commodity trading advisor, reflecting its background in energy and metals trading and an affiliation with commodity trading activities that is uncommon among independent RIAs. It also accepts performance‑based compensation for qualified clients and maintains custody arrangements that include both a traditional brokerage custodian for securities and commodity interests and a specialized custodian for certain digital assets, a service mix that distinguishes it from many peers.
Client services
Expertise
Fee options
Up to 2% annually (charged monthly at 1/12 of annual rate)
Up to 20% on yearly net new profits for qualified clients, paid yearly in arrears, negotiable.
Account minimum: $500,000 (may be waived)
Main office
Wilmington NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Harborside Capital · Harborside Capital LLC · Harborside Capital, LLC
Disclosures
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Business activities & affiliations
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Broker-dealer / trader
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
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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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