HARBOR CAPITAL ADVISORS, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 113042
- Registered since
- June 7, 2001
- Website
- www.harborcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies75.1%
- Pooled Investment Vehicles24.9%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Harbor Capital Advisors, Inc. is a corporation that functions primarily as an institutional capital allocator and adviser. Registered with the SEC since 2001, the firm charges a mix of percentage-of-AUM and fixed fees and serves a client base made up of institutional investors. Its regulatory and business footprint includes activity as a commodity pool operator/commodity trading adviser (CPO/CTA) and responsibilities for portfolio management of investment companies and pooled investment vehicles, as well as the selection of other advisers. Harbor Capital does not identify as an active ESG investor. Affiliations reported for the organization extend into brokerage, trust and banking channels, insurance, real estate brokerage, and sponsor/GP roles for pooled investment vehicles, indicating operational involvement across multiple parts of the institutional investment ecosystem.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4LORA KMIECIAK
Chief Financial OfficerCRD 5724468
STEPHEN COOK
Chief Operating OfficerCRD 2816575
CHARLES MCCAIN
CEO And Chairman Of The BoardCRD 4865638
Contacts
3 of 18JASON LAUDERBACK
Senior Vice PresidentCRD 4568768
Timothy Buick
Senior Vice PresidentCRD 5298851
William Wheeler
Shareholder Services Representative IICRD 7478722
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$223M in ETFs
92%
$206M
0%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $31.3M | 448,424 | 14.05% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 111 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CIBC Private Wealth Advisors, Inc.
RIACHICAGO, IL
BLUE OWL REAL ESTATE CAPITAL LLC
RIACHICAGO, IL
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
RIACHICAGO, IL
ADAMS STREET PARTNERS, LLC
RIACHICAGO, IL
TOWERS WATSON INVESTMENT SERVICES, INC.
RIACHICAGO, IL
VALOR EQUITY PARTNERS
RIACHICAGO, IL