HARBOR POINT CAPITAL MANAGEMENT, LLC

Overview

Harbor Point Capital Management, LLC is an independent RIA organized as an LLC that advises individuals and families on wealth management and financial planning. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals, small businesses, and institutional clients, plus the selection of third‑party advisers. Harbor Point identifies itself as a capital allocator, meaning it combines internally managed strategies with outside managers where appropriate. Investment activity is tilted toward equity exposure, but the firm supplements public-market equity allocations with external alternative managers. Harbor Point does not position itself as an ESG-focused or multi-state adviser and does not list pension consulting or related-adviser activity on its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives