Harbour Capital Advisors, LLC
Firm details
- Headquarters
- Tysons, Virginia
- CRD number
- 157266
- Registered since
- March 1, 2013
- Website
- harbourcapitaladvisors.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Harbour Capital Advisors, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2013. The firm serves primarily individual and family clients and operates as a capital allocator, sourcing and placing external managers alongside in-house advice. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and management of pooled investment vehicles. Harbour charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and identifies itself as an active ESG investor. The adviser is organized as an LLC and operates from a single state (not a multi-state adviser).
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 Equities60%
- Public Funds/Mutual Funds13%
- Private Funds9%
- State & Local Bonds8%
- Investment Grade Corp Bonds5%
Owners & executives
3 of 3
Thomas Kim
Managing Partner and Chief Investment OfficerCRD 2311662
Elizabeth Duff
Managing Partner, CCO and COOCRD 3016285
Marcus Ware
Chief Compliance OfficerCRD 6017195
Contacts
3 of 3
Michael Elliott
Associate Portfolio ManagerCRD 7116367
Kevin Hennessy
Managing DirectorCRD 4361475
Nicholas Bundy
Portfolio ManagerCRD 5142302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$102M in ETFs
100%
$102M
<1%
$204K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $14.8M | 152,459 | 14.52% |
Location
Tysons, VA
Fairfax
Location
Tysons, VA
Headquartered in Tysons, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1595 Spring Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
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