Harbor Point Capital Management
Investment Management • 
Woburn, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 400 Trade Center, Suite 5900, Woburn, Massachusetts 01801, US |
| Phone number | +17748933351 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Founded | 2010 |
| Employees | 1-10 |
Key Contact at Harbor Point Capital Management
Charles Lavrentios
Founder & Managing Principal
Harbor Point Capital Management Email Formats
Harbor Point Capital Management uses 1 email format. The most common is {first name} (e.g., john@harborpcm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@harborpcm.com | 100% |
About Harbor Point Capital Management
Investment Philosophy Wealth Management Our portfolio construction process is thoughtful and unhurried, carefully setting targeted asset allocation guidelines that are customized for your risk and return attributes. We continue by building out your portfolio with the appropriate investments to meet your individual financial needs. We provide you with a perpetual online view of all of our activity and performances in your account which is held and protected by Charles Schwab Company as the institutional custodian of your assets. Wealth Structuring Wealth planning is about more than retirement or wealth transfer. Whether it is making your philanthropic efforts more effective or shaping your legacy and transferring your wealth; we can help. It starts with a thorough understanding of your situation and objectives and continues with thoughtful recommendations and close coordination with any other personal advisors. Credit and Banking Comprehensive wealth management includes consideration of our client's entire personal balance sheet. We can tailor credit and banking strategies to meet our client's debt structuring requirements with mortgages and portfolio lines of credit from $250,000 to $30 Million. Whatever your liquidity needs, a solution begins with a conversation.
Harbor Point Capital Management revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Harbor Point Capital Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Harbor Point Capital Management has never raised funding before.
Harbor Point Capital Management Tech Stack
Discover the technologies and tools that power Harbor Point Capital Management's digital infrastructure, from frameworks to analytics platforms.
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