Safe Harbor Capital Partners

Fee-Only (% of Portfolio)

Safe Harbor Capital Partners advises pooled investment vehicles (Funds) that focus on acquiring commercial mortgage debt instruments on the secondary market. The Funds may co-invest with affiliated accounts. Safe Harbor expects the Funds to focus on acquiring non-performing and sub-performing first mortgages, acquiring performing first mortgages with stated maturity dates prior to twelve months before the term of the Funds, and originating new mortgages.

Assets Under Management$360M
Clients6
AdvisorsN/A
Avg. per Client$59M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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