ROCK HARBOR PARTNERS LLC

Overview

Rock Harbor Partners LLC is an independent registered investment adviser that positions itself as a manager for high-net-worth individuals, families and institutional investors. The firm, formed as a limited liability company and registered with the SEC in 2023, combines financial planning with active portfolio management and the operation or allocation to pooled investment vehicles. Its fee structure includes both fixed fees and performance-based fees, which aligns with a manager that runs or allocates to private funds and other carry-oriented structures. Investment activity is concentrated toward private funds and bespoke allocations rather than broad retail beta products. That emphasis shows up in both the firm’s stated advisory activities—portfolio management for individuals and for pooled vehicles—and in its balance sheet: a large portion of assets sit in private fund vehicles. Rock Harbor’s approach is consistent with advisers that construct multi-asset private fund sleeves alongside traditional liquid holdings, and that use performance-based compensation where alignment with manager outcomes is desired.

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Investments & Alternatives

Location & Offices