Clear Harbor Wealth Management

Overview

Clear Harbor Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual/family and institutional clients and acts as a capital allocator, managing separate accounts and pooled vehicles while also selecting third‑party advisers. Core advisory services include financial planning, portfolio management for individuals/small businesses, portfolio management for pooled investment vehicles, and the selection of other managers. Fee arrangements are a mix of percentage of assets under management, hourly fees, and performance‑based compensation. The firm is not an active ESG investor and does not describe itself as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices