Boston Harbor Investment Management

Overview

Boston Harbor Investment Management is a small, equity-first registered investment adviser structured as a limited liability company that provides discretionary portfolio management for individuals, families and small businesses. The firm bills on a percentage-of-AUM basis and runs concentrated operational custody through major custodians, favoring exchange-traded equities as its primary investment vehicle. Its advisory work covers both individual/small-business accounts and portfolios for businesses or institutions, but it does not position itself as an ESG-focused or multi-state adviser. Investment activity is centered on liquid equity exposures with active portfolio management. The firm's profile and asset mix point to a straightforward capital allocation approach: equities for core growth, tactical use of ETFs or single-name positions for sector or thematic tilts, and selective access to third-party alternative managers when clients require diversification beyond public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices