Eagle Harbor Asset Management, Inc.

Overview

Eagle Harbor Asset Management, Inc. is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses while also serving institutional clients. The firm favors equity-driven allocations, using exchange-traded equities as its primary vehicle. Its advisory mandate is delivered on a percentage-of-AUM fee model and the firm does not emphasize ESG integration. Since registering with the SEC in 2021, Eagle Harbor has positioned itself as an equity-centric manager with a lean product mix that includes mutual funds and corporate debt alongside public equities. The firm also uses third-party managers for real estate exposure rather than building an in-house private markets platform. Client work appears to be centered on traditional discretionary portfolio management rather than pension consulting or broad multi-state institutional solutions.

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Public Holdings

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Location & Offices