Little Harbor Advisors, LLC

Fee-Only (% of Portfolio)

Little Harbor Advisors (LHA) manages investments for exchange-traded funds (ETFs) and a private investment fund. LHA focuses on implementing each fund's investment strategy, managing assets, and monitoring investment returns. LHA does not tailor its services to individual investors or accept individual investment restrictions. The firm's ETFs include tactical beta, tactical Q, and risk-managed income funds. LHA also manages the MOTR Long-Short Fund, a private fund.

Assets Under Management$200M
Clients4
Advisors1
Avg. per Client$51M
Avg. per Advisor$200M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Little Harbor Advisors (LHA) manages investments for several funds, including ETFs and a private fund. LHA is paid a unified management fee for the ETFs, calculated daily and paid monthly, at an annual rate of 1.10% of the fund’s average daily net assets. For the MOTR Fund, LHA is paid a monthly management fee equal to 1.10% annually of each limited partner’s share of the fund’s net assets.

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Location

1 Advisors at this firm