Harbor Capital Partners, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
342731

Firm profile

FINTRX

Overview

Harbor Capital Partners, LLC is organized as a limited liability company and is owned by an individual. Publicly captured metadata classifies the firm as unclassified and indicates it is not a multi-state adviser and does not self-identify as an active ESG investor. The firm appears to operate in sponsor and manager roles for pooled vehicles and is affiliated with broker‑dealer and general partner activities, suggesting its business is oriented toward private fund formation and sponsorship rather than a traditional advisory platform serving retail advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Andrew Dunlap

    CEOCRD 8288114

Contacts

1 of 1
  • Theodore Fisher

    Senior Managing DirectorCRD 4717030

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth