Harborlight Capital Management, LLC (Tampa)

Name: Harborlight Capital Management, LLC
Address: 5002 W. Waters Ave., Tampa, FL, 33634
Telephone: 813-600-1414

Harborlight Capital Management, LLC is an adviser based in Tampa. It manages $11.37 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Florida.

Harborlight Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harborlight Capital Management: assets under management

The assets under management (AUM) of Harborlight Capital Management, LLC is $11.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.79 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harborlight Capital Management, LLC 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.

Careers at Harborlight Capital Management, LLC

Dean Garrett Tanella has been acting as President since 1 Oct 2003. Inc. Gunnallen Holdings joined the executive team most recently as the Investor.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dean Garrett Tanella	President	1 Oct 2003	75% - 100%	1229108
Inc. Gunnallen Holdings	Investor	1 Jan 2005	75% - 100%	59-3427440

Based in Tampa

The principal office where Harborlight Capital Management, LLC performs its advisory services is located at 5002 W. Waters Ave., Tampa, FL 33634, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 813-600-1414 or by fax 813-600-1413. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at www.ajdcapital.com.