HARBORLIGHT INVESTMENTS, LLC

Overview

Harborlight Investments, LLC is an independent registered investment adviser that serves individuals, families and some institutional clients. The firm’s advisory footprint centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage-of-AUM schedule alongside the option for hourly billing. Investment activity is tilted toward public funds and pooled vehicles, supplemented by selective exposure to alternative asset classes. Harborlight is not positioned as a capital allocator or multi‑state adviser and does not identify as an ESG-focused manager. Given the firm’s custodial profile and asset mix, its model appears to combine outsourced mutual fund and third‑party manager solutions with tailored planning and discretionary portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices