Pacific Harbor Holdings, Limited

Overview

Pacific Harbor Holdings, Limited is a corporate investment adviser that registers with the SEC (2012) and focuses on portfolio management for pooled investment vehicles. The firm is owned as a combination of a foreign entity and an individual and presents itself to institutional clients. Its advisory model is geared toward running pooled vehicles where it can charge both a percentage-of-AUM fee and performance-based fees, consistent with fund-manager economics. Filings list the firm as a sponsor/GP and managing member of pooled vehicles, indicating it both advises and assumes governance responsibilities for funds it manages. Pacific Harbor is not identified as an active ESG investor, is not a multi-state adviser, and is classified as unclassified in regulatory filings. The firm is not flagged as a capital allocator in the filings, but it does engage outside fund managers and third-party managers for alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices