A complete list of active advisors currently associated with Harborside Capital
Warmer can help you find a great advisor at Harborside Capital or one who fits your needs even better.
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.
To learn more about the advisors currently working at Harborside Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wilmington, NC
| 7
|
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