9AT: HARBOUR POINT CAPITAL

other names

HARBOUR POINT CAPITAL
HARBOUR POINT MANAGEMENT, LLC
HARBOUR POINT MANAGEMENT LP
HARBOUR POINT CAPITAL MANAGEMENT LP

Adviser Profile

As of Date	03/30/2026
ADV Location	DARIEN, CT, United States
Adviser Type - Large advisory firm
Number of Employees	4
of those in investment advisory functions	4
Registration	SEC, Approved, 08/09/2019
Other registrations (3)	SEC, ERA - Withdrawn, 06/25/2019 Connecticut, ERA - Withdrawn, 06/25/2019 New York, ERA - Withdrawn, 03/28/2018
Former registrations	HARBOUR POINT MANAGEMENT LP

AUM^*	302,378,686 41%
of that, discretionary	302,378,686 41%
Private Fund GAV^*	302,378,686 41%
Avg Account Size	75,594,672 111%
SMA’s	No
Private Funds	4 1
Contact Info	646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count4	GAV$302,378,686

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser COLBECK CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.9b	AUM1.7b	#Funds23
Adviser ACM MANAGEMENT COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund650.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV650.1m	AUM650.1m	#Funds2
Adviser FOLIUM CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund960.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV960.3m	AUM960.3m	#Funds8
Adviser RESURGENS TECHNOLOGY ADVISORS, L.P.	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.6b	AUM2.2b	#Funds14
Adviser RIVERGLADE CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.6b	AUM846.9m	#Funds7
Adviser MVP MANAGER LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund10.0m	Other Fund1.0b	Total Private Fund GAV2.6b	AUM2.8b	#Funds191
Adviser HUNTER CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund16.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.3m	AUM1.1b	#Funds1
Adviser SAX CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM769.5m	#Funds-
Adviser ARMADILLO LITIGATION FUNDING LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund581.4m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV581.4m	AUM581.4m	#Funds5
Adviser SILVER HILL ENERGY PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.5b	AUM2.5b	#Funds4

Brochure Summary

Overview

Harbour Point is a Delaware limited partnership that was formed in 2015 and is principally owned by co-founders Robert Juneja and Bret Bowerman. Any references to the “Firm”, “us,” “we,” and “our” in this Brochure refer to Harbour Point. Harbour Point is a private equity investment firm focused on partnering with the founders and operators of innovative, high-growth, lower-middle market, private, well-positioned, US-based healthcare services companies in attractive subsectors that seek to deliver value to the healthcare system by expanding access to care and/or enabling the provision of higher quality care at lower unit costs. We leverage our investment professionals’ healthcare expertise and our network of relationships to identify and evaluate attractive investment opportunities and to drive outsized growth. We offer both discretionary and non-discretionary investment advisory services on a case-by-case basis to our clients, which are typically privately offered pooled investment vehicles (“Clients”) specifically created to facilitate the investment of capital into a single proprietary, thesis-driven, growth equity, recapitalization, or buyout opportunity in companies generally focused in providing: (i) payor services, such as outsourced services for Medicare Advantage Plans and workers compensation carriers; (ii) provider services, such as outsourced clinical services, population health services, or services that facilitate value-based

reimbursement models; or (iii) providers, such as branded or access-driven care models, physician practice management, and health and wellness. We provide our investment advisory services pursuant to investment advisory agreements, limited liability company agreements, and/or similar documents, as applicable (collectively, “Governing Documents”), between us and our Clients. All discussions of Clients in this Brochure, including but not limited to their investments, the strategies used in managing Clients, the fees and other costs applicable to a Client, and conflicts of interest faced by us in connection with managing our Clients, are qualified in their entirety by reference to each Client’s respective Governing Documents. Harbour Point tailors its investment advisory services to the strategies and conditions set forth in each Client’s Governing Documents rather than to the needs of any Client’s individual underlying investors (“Investors”). We generally do not permit Clients or Investors to impose additional limitations on the investment activities described in the applicable Governing Documents. However, we reserve the right to tailor other contractual rights of certain Investors in our discretion. As of December 31, 2023, we managed a total of approximately $214,095,248 in regulatory assets under management, with $214,536,095 in on a discretionary basis and $440,847 on a non-discretionary basis.

HARBOUR POINT CAPITAL

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