HARBOUR POINT CAPITAL
HARBOUR POINT MANAGEMENT LP Legal Name
Adviser information for HARBOUR POINT CAPITAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $214.1M |
| Non-Discretionary | 1 | $440,847 |
| Total | 6 | $214.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $214.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-117033 |
|---|---|
| SEC ERA File Number | 801-117033 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 226521 |
| Legal Entity Identifier | None |
Principal Office
320 BOSTON POST ROADSUITE 180-256
DARIEN
CT
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 646-681-4600, Fax: None
Websites
Chief Compliance Officer
ROBERT JUNEJA
PARTNER
320 BOSTON POST ROAD
SUITE 180-256
DARIEN
CT
United States
Tel:
646-681-4600
B******@**********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HPC-ACR INVESTORS LLC | Private Equity Fund | $20.3M | $19.0M | 6 |
| HPC-AMH INVESTORS, LLC | Private Equity Fund | $33.8M | $0.8M | 25 |
| HPC-IT INVESTORS, LLC | Private Equity Fund | $53.3M | $1.0M | 28 |
| HPC-MMT INVESTORS LLC | Private Equity Fund | $86.0M | $2.0M | 37 |
| NEWLIGHT HARBOUR POINT SPV LLC | Private Equity Fund | $0.4M | $30.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JUNEJA, ROBERT, (NMN) | Individual | – | LIMITED PARTNER AND CCO | 10/2014 | 50-75% |
| BOWERMAN, BRET, DOUGLAS | Individual | – | LIMITED PARTNER | 10/2014 | 50-75% |
| HPM GP LLC | Domestic Entity | – | GENERAL PARTNER | 10/2014 | < 5% |
| JUNEJA, ROBERT, (NMN) | Individual | HPM GP LLC | MANAGING MEMBER | 10/2014 | 50-75% |
| BOWERMAN, BRET, DOUGLAS | Individual | HPM GP LLC | MANAGING MEMBER | 10/2014 | 50-75% |