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Harbor Road Capital Management LLC

Harbor Road Capital Management LLC. CRD 161364

Harbor Road Capital Management LLC logo

CRD: 161364

Harbor Road Capital Management LLC

$500.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
2 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
--
Established Date
02-01-2012
Office Locations
1

Office Locations

2118 Wilshire Blvd Suite 315 Santa Monica CA

About Harbor Road Capital Management LLC

Harbor Road Capital Management is a California-based RIA (founded 2012) serving a select group of ultra-high-net-worth individuals, entrepreneurs, early-stage businesses, and small to mid-sized investment funds. The firm provides financial planning/analysis, investment management, CFO support, and customized family-office infrastructure, with ETF-based portfolios and custody via Interactive Brokers.

Team overview

45 AVG AGE
-- AVG AUM / ADVISOR
$250.0K AVG AUM / CLIENT
13.5 yrs AVG TENURE
2 Employees
0 Advisory Reps
0 RIA Reps
14yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Client Personas

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

RICHARD LANDER EASTLAND

RICHARD LANDER EASTLAND

Chief Financial Officer, Chief Investment Officer, MANAGING GENERAL PARTNER

CRD
#6036151
Ownership
75% or more
Available
Available
Available
C

CHRISTOPHER CROUSE EASTLAND

Managing Partner

CRD
--
Ownership
Less than 5%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $500,000 --
Total $500,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Total Available Available

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