A complete list of active advisors currently associated with Harbour Capital Advisors, LLC
Warmer can help you find a great advisor at Harbour Capital Advisors, LLC or one who fits your needs even better.
Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing roughly $701 million for about 55 clients through a four-advisor team. The firm does not serve non-high-net-worth individual clients and offers discretionary, fee-only investment management alongside financial planning and family office services, with family office services provided at no additional fee for clients with $10 million or more in assets. The firm’s investment process is driven by customized investment policy statements, mean-variance optimization tools, and a core‑satellite implementation that manages liquid public securities internally while allocating satellite exposures to outside managers and alternative strategies. Harbour explicitly incorporates less-liquid and specialty vehicles into portfolios—structured notes, interval funds, private equity, venture capital, real estate and other alternatives—and also provides portfolio management for pooled vehicles and foundation assets when appropriate. Noteworthy for a firm of its size, Harbour acts as a private fund adviser and is affiliated with two private equity funds (HCA‑CP6, LP and HCA‑CP7, LP), and it may recommend private fund allocations to qualified clients on a non‑discretionary basis, a practice that creates disclosed conflicts of interest. The firm pairs investment management with comprehensive wealth-transfer, philanthropy and family-governance services and offers specialized advisory work (e.g., foundation administration, private aviation analysis, debt and foreign-currency arranging) and uses AI tools under a documented policy.
To learn more about the advisors currently working at Harbour Capital Advisors, LLC, 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 |
|---|---|---|
Tysons Corner, VA
| 4
| |
Tysons Corner, VA
| 22
| |
Tysons Corner, VA
| 1
| |
Tysons Corner, VA
| 14
|
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