SAFE HARBOR CAPITAL PARTNERS
Firm details
- Headquarters
- COCONUT GROVE, Florida
- CRD number
- 305314
- Registered since
- January 6, 2020
- Website
- safeharborequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Safe Harbor Capital Partners is an LLC that registers as an SEC adviser (since 2020) and operates as a manager and sponsor of pooled investment vehicles with an institutional client base. The firm’s primary classification is a real estate fund manager and its advisory mandate is portfolio management for pooled vehicles. It also serves as sponsor, general partner and managing member of the funds it operates. Compensation is a combination of percentage-of-assets and performance-based fees. Safe Harbor does not identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.
Assets & Accounts
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
Owners & executives
1 of 1CYRUS BORZOOYEH
Chief Compliance Officer / Chief Financial OfficerCRD 5040946
Contacts
3 of 4RAFAEL SERRANO
Managing PartnerCRD 6890801
MICHAEL MORENO
Partner & Executive Managing DirectorCRD 2332582
CHRISTOPHER SPUCHES
General CounselCRD 8067694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COCONUT GROVE, FL
MIAMI DADE
Location
COCONUT GROVE, FL
Headquartered in COCONUT GROVE, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2900 SW 28th Ter
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
EKANTA WEALTH ADVISORS LLC
RIACOCONUT GROVE, FL
APEX INVESTMENTS MANAGEMENT US, LLC
RIACOCONUT GROVE, FL
BICYCLE CAPITAL
RIACOCONUT GROVE, FL
L 1 GLOBAL WEALTH LLC
RIACOCONUT GROVE, FL
REMOTIV / FINANCIAL SOUNDINGS
RIACOCONUT GROVE, FL
WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY
RIATAMPA, FL