Harborview Capital Management LLC

Overview

Harborview Capital Management LLC is a small, client-focused RIA that provides discretionary portfolio management for individual and family clients and small businesses. The firm tilts toward equity exposure and uses a fee model that combines a percentage of assets under management with performance-based fees, which can indicate an appetite for active management and outcome-oriented strategies. Investment activity centers on exchange-traded equities and ETFs as the core equity sleeve, supplemented by mutual funds and targeted allocations to alternative asset categories such as real estate, commodities and oil & gas. Portfolio construction appears oriented toward concentrated, liquid public market positions as the primary risk engine, with alternatives used to diversify sources of return and provide non-correlated exposure. The discretionary mandate on all reported assets gives the firm latitude to rebalance and implement tactical shifts across these public and private buckets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices