HARBOUR CAPITAL ADVISORS, LLC

Thesis

Harbour Capital Advisors, LLC, founded in 2011, is a registered investment adviser operating as a multi-family office. They offer comprehensive wealth management, integrating investment management, administrative, and planning services with a focus on asset allocation, diversification, and a Core-Satellite approach. Their investment philosophy emphasizes active management, global economic research, and independent advice, free from conflicts of interest. They utilize a top-down macro analysis combined with bottom-up security evaluation, with trading strategies focused on sector rotation and tax efficiency. They act as a family wealth guardian, counselor, and investment expert, building long-term relationships and aligning with client interests. The firm serves clients with a minimum asset level of $10,000,000 and has an annual minimum fee of $15,000. Their estimated AUM is approximately $701,078,839 as of June 30, 2026. Their largest reported holding is Broadcom Inc. ($22M).