HARBOR ROAD CAPITAL MANAGEMENT LLC

Overview

Harbor Road Capital Management LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. While Harbor Road Capital Management does not actively engage in capital allocation or ESG investing, it maintains a client base primarily composed of individual and family clients. The firm employs a fee structure that includes a percentage of assets under management (AUM) and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices