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Adviser Profile

As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 4 -20.00%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 8/9/2019
Other registrations (3)
Former registrations

HARBOUR POINT MANAGEMENT LP

AUM* 214,536,095 -74.00%
of that, discretionary 214,095,248 9.80%
Private Fund GAV* 193,897,304 -75.73%
Avg Account Size 35,756,016 -74.00%
SMA’s No
Private Funds 5
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

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 1B 702M 351M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$193,897,304

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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.