Harbor Capital Advisors, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 113042
- Registered since
- June 7, 2001
- Website
- www.harborcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies75.1%
- Pooled Investment Vehicles24.9%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Harbor Capital Advisors, Inc. is an institutional registered investment adviser that positions itself as a capital allocator for large, primarily institutional clients. The firm is registered with the SEC (registered in 2001) and combines portfolio management for investment companies and pooled vehicles with selection of other advisers. Its business activities also identify the firm as a CPO/CTA, and its client base and fee arrangements are geared toward institutional mandates (fees by percentage of AUM and fixed fees). Industry affiliations include broker-dealer, trust company, banking, insurance, and sponsor or managing-member roles for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
ETF holdings
1 of 54Active vs passive
$251M in ETFs
75%
$189M
<1%
$61.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) | BlackRock | Passive | Diversified Emerging Mkts | $34M | 418,898 | 13.54% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 111 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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