Harborside Capital

Overview

Harborside Capital is a small, fee-based advisory firm that manages concentrated portfolios for individual and family clients. The firm’s ADV indicates a strong bias toward exchange-traded equities as the primary vehicle for implementing client strategies, while also operating under business activities listed as CPO or CTA — a sign that the firm either runs or advises commodity-related trading programs or similar pooled trading strategies. Harborside Capital charges advisory fees as a percentage of assets under management and provides portfolio management services to both individuals/small businesses and businesses or institutions. The firm is not flagged as an active ESG investor and is organized under an individual ownership structure. Its approach appears to emphasize liquid, tradable instruments for the core of client portfolios, supplemented by allocations to less-liquid alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices