HARBOUR POINT MANAGEMENT LP
DBA: HARBOUR POINT CAPITAL
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $302.4M |
| Discretionary | $302.4M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $75.6M |
| Employees | 4 |
| Peak AUM | $2.53BMar 2021 |
| AUM CAGR | -10.6% /yrover 6 yrs · 18 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $302M | +41.2% | 28.4% | 34.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $302.4M |
| Discretionary | $302.4M |
| Employees | 4 |
| Client Accounts | 4 |
Contact & Location
Address
320 BOSTON POST ROAD
DARIEN CT 06820
Phone
646-681-4600
Filing History
18 ADV Part 1 submissions
Fee Structure
Fixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$302M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported