Harbor Point Capital Management, LLC

Harbor Point Capital Management, LLC (CRD# 153753) is a financial advisory firm headquartered in Woburn, MA. They manage $22,298,897 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Harbor Point Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Charles A. Lavrentios
CRD#: 4509981
300 Tradecenter, Suite 7790, Woburn, MA 01801

Charles Lavrentios (CRD# 4509981) is an Investment Advisor Representative working at Harbor Point Capital Management, LLC in Woburn, MA and has over 14 years of experience in the finance industry.

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