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Haron Capital Management, LLC

Haron Capital Management, LLC. CRD 298059

Haron Capital Management, LLC logo

CRD: 298059

Haron Capital Management, LLC

Cape Canaveral, FL
6469656700
www.haroncapitalmanagement.com
$46.8M Total AUM
$46.8M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Bank OF America · Interactive Brokers · Merrill Lynch
Clients
Retail and Institutional
Platforms
Momentum alpha
Established Date
09-27-2018
Office Locations
2

Office Locations

-- Cape Canaveral FL
-- SAN Juan PR

About Haron Capital Management, LLC

Haron Capital Management, LLC is an RIA serving retail and institutional clients with personalized, goals-based portfolio management. The firm specializes in trading volatility, using a liquidity-focused risk-management process with stringent risk limits and position adjustments as markets evolve. Portfolios are implemented primarily with ETFs, and the firm emphasizes transparency through a performance-based fee structure aligned to client account performance.

Team overview

-- AVG AGE
$23.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age

Insights

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Accredited Investors

Fusion

Asset Classes

Peak frontier Pioneer Horizon frontier Meridian Timber vector

Custodian

Beacon legacy Unison legacy Momentum Atlas pioneer North quantum Element Vital

Investment Themes

Wave Alpha meridian Optima quantum

Investment Vehicles

Wave pathway Ridge ember

Services

Unison Eagle pioneer Vital quantum Alpha meridian Insight glacier

Technology

Alpha

Owner & Executives

JOSHUA VICTOR HARON

JOSHUA VICTOR HARON

Chief Compliance Officer, Managing Member

CRD
#1325084
Ownership
75% or more
(672) 337-2344
meridian.timber@focuscapital.com
in linkedin.com/in/beacon-quantum

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Contacts

M

Magid Peter Baina

--

CRD
#7391626
(947) 533-6997
timber.capital@bridgecapital.com
in linkedin.com/in/oak-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-29-2021
09-15-2022
05-22-2023
06-22-2024
Category Assets AVG. Account size
Discretionary $46,778,717 $444,229
Non-Discretionary $0 --
Total $46,778,717 $444,229

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Separately Managed Accounts

Total SMA Asset: $46,778,717

$46.8M Total SMA
Equity - Exchange:
19.7%
U.S. Government/Agency:
17.9%
Cash:
37.3%
Public Funds:
25.1%
Asset class Assets Assets %
Equity - Exchange $1,669,732,408 19.7%
U.S. Government/Agency $1,517,168,025 17.9%
Cash $3,161,473,036 37.3%
Public Funds $2,127,425,556 25.1%
Total $8,475,799,025 100.0%

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