Stamford Harbor Capital, L.P. is a large advisory firm based in Stamford. It manages $90.39 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Connecticut, New Mexico, and New York.
Stamford Harbor Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stamford Harbor Capital, L.P. is $90.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 90286% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stamford Harbor Capital, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas Dale Haynes has been acting as President since 1 Jan 2018. Kevin James O'connor joined the executive team most recently as the Chief Legal Officer.
The principal office where Stamford Harbor Capital, L.P. performs its advisory services is located at 72 Cummings Point Road, Stamford, CT 06902 7912, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-823-2000 or by fax 203-823-4200. The normal business hours are 7:00 am - 6:00 p.m. on Monday - Friday.