Harborview Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 153807
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI88.46%
- Individuals11.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Harborview Capital Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges asset-based fees and can assess performance-based fees for certain client arrangements. Its client base is concentrated on individual and family investors, and the firm reports that all assets are managed on a discretionary basis. Harborview does not identify as an active ESG investor and is not a multi-state adviser or pension consultant.
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
Asset composition
- Exchange Traded Equities40%
- Non-Exchange Traded Equities25%
- Cash & Cash Equivalents15%
- US Government Bonds10%
- Derivatives10%
Contacts
1 of 1Paul Gibson
Partner and Portfolio ManagerCRD 2478007
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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