$15.6M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-15-2010
- Office Locations
- 1
Office Locations
400 Trade Center STE 5900 Woburn MA
About Harbor Point Capital Management, LLC
Harbor Point Capital Management is a fee-only RIA delivering fixed income expertise and sophisticated, research-driven asset-allocation equity portfolios for individuals and institutions. Led by founder Charles Lavrentios (30+ years; US Trust, Merrill Lynch, Morgan Stanley), the firm builds transparent, liquid portfolios, often implemented with ETFs, with custody supported through Charles Schwab.
Team overview
62 AVG AGE
$15.6M AVG AUM / ADVISOR
$576.5K AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
C
CHARLES ALEXANDER LAVRENTIOS
Managing Member
- CRD
- #4509981
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,565,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,565,903 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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