Harbor Road Capital Management LLC
Firm details
- Headquarters
- Santa Monica, California
- CRD number
- 161364
- Website
- www.harborroadcap.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harbor Road Capital Management LLC is a small, independent registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm bills on a percentage-of-assets basis and concentrates on financial planning and portfolio management for individuals and small businesses. It does not identify as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2Christopher Eastland
MemberCRD 6036165
Richard Eastland
Managing PartnerCRD 6036151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Monica, CA
Los Angeles
Location
Santa Monica, CA
Headquartered in Santa Monica, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2118 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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