CLEAR HARBOR WEALTH MANAGEMENT

Overview

Clear Harbor Wealth Management is an independent RIA that manages a concentrated, equity-first investment program for individual, family and select institutional clients. The firm acts as a capital allocator and provides financial planning, discretionary portfolio management and selection of sub‑advisers, and it also sponsors and serves as a general partner or managing member for pooled investment vehicles. Their advisory mandate includes managing pooled vehicles, which explains the firm’s direct involvement in a small hedge fund they advise. Investment preferences tilt toward liquid, exchange‑traded equities as the core of client portfolios, with mutual funds used tactically and external alternative managers accessed selectively. The firm charges a mix of percentage-of-AUM fees, hourly consulting fees and performance-based fees, and it operates primarily on a discretionary basis. Clear Harbor does not present itself as an ESG-active allocator and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices