← Tributary

HARBOUR POINT CAPITAL

DARIEN, CT · CRD 226521 · IAPD ↗ · harbourpointcapital.com · 646-681-4600

$302.4MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — HARBOUR POINT CAPITAL reported RAUM up 41% ($214.1M -> $302.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — HARBOUR POINT CAPITAL now reports custody of client assets ($423.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
30
April 2024 — HARBOUR POINT CAPITAL reported RAUM down 74% ($825.3M -> $214.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2024 — HARBOUR POINT CAPITAL moved its main office from GREENWICH, CT to DARIEN, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.