HARBOUR GROUP INDUSTRIES, INC.

RIASEC RegisteredEst. 2012

Total AUM

$448M

Discretionary

$448M

100% of AUM

Avg account

$112M

Accounts

4

Employees

25

Advisory reps

6

Firm details

Headquarters: SAINT LOUIS, Missouri
CRD number: 160634
Registered since: March 30, 2012
Website: harbourgroup.com
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harbour Group Industries, Inc. is a corporate private equity manager that advises pooled investment vehicles and serves institutional clients. The firm is structured to sponsor and act as general partner or managing member for its funds, and it provides portfolio management for those pooled vehicles. Harbour Group registered with the SEC in 2012 and employs a mix of fee arrangements, including asset-based fees, performance-based fees, hourly charges and other fee structures. The firm is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

GARY BEINKE
CFO and CCOCRD 6022866
JEFFREY FOX
Chief Executive OfficerCRD 1709964

Contacts

3 of 4

MARK LEEKER
Managing DirectorCRD 1854073
DONALD NICKELSON
DirectorCRD 347831
john mcguckian
DirectorCRD 7352757

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

SAINT LOUIS, MO

SAINT LOUIS

Location

SAINT LOUIS, MO

Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area: St. Louis-St. Charles-Farmington, MO-IL
Region: Midwest
County: SAINT LOUIS
Address: 7733 Forsyth Blvd
Time zone: CT (UTC-6)
Office locations

Similar firms

ORION INVESTMENT CO

SAINT LOUIS, MO

AUM $444MTEAM 6REPS 4

CULTIVATION CAPITAL, LLC

SAINT LOUIS, MO

AUM $416MTEAM 18REPS 8

R.T. JONES CAPITAL EQUITIES MANAGEMENT INC.

SAINT LOUIS, MO

AUM $416MTEAM 7REPS 6

FINANCIAL & TAX ARCHITECTS, LLC

SAINT LOUIS, MO

AUM $506MTEAM 71REPS 38

ALLOCATOR SOLUTIONS, LLC

SAINT LOUIS, MO

AUM $514MTEAM 1REPS 1

WHEELHOUSE ADVISORY GROUP, LLC

SAINT LOUIS, MO

AUM $388MTEAM 28REPS 12

More RIAs in SAINT LOUIS →All Missouri RIAs →