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Building 2SAFE HARBOR CAPITAL PARTNERS

Map pinCOCONUT GROVE, FL
Phone786-230-1609
NotebookSEC #801-117908
Total AUM
$343.8M
Employees
23
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2900 SW 28TH TERRACE
SUITE 203
COCONUT GROVE
FL 33133
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
786-230-1609

ReceiptFinancials

Total AUM
$343.8M
Accounts
7
Discretionary
$343.8M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$343.8M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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