NEW HARBOR CAPITAL
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 283319
- Registered since
- April 8, 2016
- Website
- www.newharborcap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
New Harbor Capital is structured as a limited partnership that operates private equity investment vehicles for institutional clients. The firm is SEC-registered since 2016 and is owned at the individual level. It functions primarily as a sponsor and general partner — organizing and managing pooled investment vehicles rather than acting as a multi-client allocator. Advisory activity is concentrated on portfolio management for those pooled funds. Compensation is typical for private equity structures, combining a percentage-of-assets management fee with performance-based fees. The firm does not report active ESG investing as part of its strategy.
Assets & Accounts
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
Owners & executives
1 of 1MARK MORGAN
CFO & CCOCRD 7695294
Contacts
2 of 2THOMAS FORMOLO
PartnerCRD 5887581
EDWARD LHEE
PartnerCRD 2265088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 500 W Madison St
- Time zone
- CT (UTC-6)
- Office locations
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