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HARBOR POINT CAPITAL MANAGEMENT, LLC
CRD 153753 · SEC 801-71467
400 TRADE CENTER, STE 5900, WOBURN, MA, 01801, United States
Phone
774-893-3351
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.6M
Discretionary AUM
$15.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $262K |
| High net worth individuals | 19 | $15.3M |
All web addresses on file
Official SEC filing: View on IAPD