Pacific Harbor Holdings, Limited

Overview

Pacific Harbor Holdings, Limited is an institutional registered investment adviser that focuses on managing pooled investment vehicles. The firm is structured as a corporation and has been SEC-registered since 2012. Ownership is recorded as a combination of a foreign entity and an individual. Its client base is institutional, and it charges a mix of percentage-of-AUM and performance-based fees, consistent with private fund economics. The firm describes its primary advisory activity as portfolio management for pooled investment vehicles and is affiliated with sponsor/GP activity and managing-member roles for those vehicles. Pacific Harbor does not present itself as a capital allocator to external managers and is not identified as an active ESG investor. It is not a multi-state adviser, not newly formed, and does not act as a pension consultant.

Assets & Accounts

Investments & Alternatives