Pacific Harbor Holdings, Limited is an adviser based in Hong Kong. It manages $72.6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.
Pacific Harbor Holdings, Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pacific Harbor Holdings, Limited is $72.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and $72.6 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Pacific Harbor Holdings, Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Pacific Harbor Holdings, Limited is pooled investment vehicles with 1 clients and $72.6 million of assets under management. Among the 5 most similar advisory firms, Pacific Harbor Holdings, Limited has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $72.6 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Pacific Harbor Holdings, Limited doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pacific Harbor Holdings, Limited performs its advisory services is located at Suites 1416 17, 14/F Jardine House, Hong Kong, , which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 852 2167 0500 or by fax 852 2295 1122. The normal business hours are 0830-1830 on Monday - Friday.