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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2019
- Office Locations
- 1
Office Locations
About Harborside Capital
Harborside Capital is an RIA providing portfolio management built around defined-outcome strategies that combine index investing with options. Portfolios use ETFs, stocks and options to target pre-defined gains while aiming to reduce losses in market drawdowns, with the ability to add advanced options and commodity strategies. Minimum investment is $1M with no lockup or performance fees; custody includes Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ERIC Charles CERRONE
Investment Manager, Manager, Owner
- CRD
- #2624056
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,207,728 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,207,728 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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