Harbour Point Capital

Harbour Point Capital is an investment adviser based in Darien, Connecticut, established in 2015. The firm specializes in private equity investments in innovative, high-growth, lower-middle market healthcare services companies in the US. They focus on companies that aim to enhance healthcare access and quality while reducing costs. Harbour Point offers both discretionary and non-discretionary investment advisory services to private pooled investment vehicles. As of December 31, 2024, they managed approximately $214 million in regulatory assets under management on a discretionary basis. Fees and compensation arrangements are negotiated on a case-by-case basis and vary between clients. Fee structures include fixed fees, management fees, and performance-based fees, with terms specified in the Governing Documents. Harbour Point may receive compensation from Portfolio Companies or Clients, with fee arrangements subject to variation. The firm may waive or lower minimum capital commitments at its discretion. Investment strategies involve thesis-driven growth equity investments in healthcare services companies. Risks include small market companies, healthcare industry vulnerabilities, control positions, and the need for additional capital. Harbour Point's Code of Ethics emphasizes honesty, integrity, and fiduciary duty to clients. The firm does not participate in soft dollar arrangements and maintains custody of client funds with qualified custodians. They have discretionary authority over client investments and have adopted proxy voting policies. Harbour Point has no disciplinary events to report and is financially sound. For further details, clients can contact the Chief Compliance Officer.