CRD: 285805
Harborlight Investments, LLC
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- Custodian
- Betterment · Charles Schwab & Company · SSG
- Clients
- Retail and Institutional
- Platforms
- LegacyMomentum prime +more
- Established Date
- 11-04-2016
- Office Locations
- 2
Office Locations
About Harborlight Investments, LLC
HarborLight Investments is a fee-only, fiduciary RIA in California providing full-service financial planning and personalized, in-house investment management. Clients work directly with a dedicated wealth manager (CFP professionals), with transparent performance reporting net of fees and expenses. Portfolios are primarily implemented with public funds, and custody includes Charles Schwab and Betterment.
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Owner & Executives
JASON ERROL DRAUT
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6357125
- Ownership
- 50% but less than 75%
CHRISTOPHER VINCENT SHEEHY
--
- CRD
- #5264526
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,836,141 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,836,141 | -- |
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Separately Managed Accounts
Total SMA Asset: $105,836,141
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,456,072,244 | 34.4% |
| Equity - OTC | $364,018,061 | 8.6% |
| U.S. Government/Agency | $275,129,930 | 6.5% |
| Cash | $1,083,588,647 | 25.6% |
| Equity - Exchange | $1,053,959,270 | 24.9% |
| Total | $4,232,768,152 | 100.0% |