Rock Harbor Partners provides investment advice to high net worth individuals, family offices, and pooled investment vehicles. Services include discretionary and non-discretionary investment advice, investment planning, trustee services, estate planning, philanthropy advisory, insurance advisory, and cash flow management. Rock Harbor tailors its services to each client's individual needs and investment mandate.
Fee Structure
Rock Harbor Partners charges individually negotiated fees to manage client investments. Clients may also pay an annual discretionary bonus based on the performance of the funds and client portfolios managed by Rock Harbor. Rock Harbor may also receive carried interest on specific investments or portfolios of investments that it manages directly for clients or through a fund.