New Harbor Capital
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Overview
New Harbor Capital is an advisory firm that has its headquarters in Chicago, Illinois. The company controls $922.3 million in assets over seven accounts, making it one of the bigger firms in the United States by assets under management (AUM). New Harbor Capital has a small group, including 15 financial advisors. New Harbor Capital does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as stocks, bonds and options.
New Harbor Capital oversees all of the company's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing to seek client authorization. The company manages roughly $131.8 million in assets for every account. An average financial advisor at New Harbor Capital administers fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's headquarters is at 500 West Madison Street, Chicago, Illinois 60661. New Harbor Capital is registered to provide services to clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
New Harbor Capital by the Numbers
$922.3 million
20
7
$131.8 million
Fee Structure
Fees for financial management largely vary depending on the type of financial services offered. However, fees charged by the firm most likely include some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by New Harbor Capital.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its seven accounts, New Harbor Capital's largest client group is pooled investment vehicles. None of its clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
New Harbor Capital does not have any disclosures.
Please visit its Form ADV for more details.
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