New Harbor Capital Management, LP
● SEC registered since 2016CRD 283319SEC# 801-107549Chicago, IL
Ranks #2,889 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.09B
Fund GAV
$741.4M
Private funds
11
Employees
18
Accounts
11
Location
Chicago, IL
New Harbor Capital Management, LP assets under management
New Harbor Capital Management, LP is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2016. It reports $1.1 billion in regulatory assets under management and employs 18 people. New Harbor Capital Management, LP manages 11 private funds with combined gross assets of $741.4 million, including New Harbor Capital Fund II, LP. By regulatory assets, it ranks 2,889 of 6,004 private fund managers.
New Harbor Capital Management, LP private funds
11 funds · $741.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| New Harbor Capital Fund II, LP | Private Equity | $345.4M | $50K |
| New Harbor Capital Fund III, LP | Private Equity | $188.8M | — |
| New Harbor Manatee Fund-A, LP | Private Equity | $108.2M | — |
See all 11 funds — unlock the full record.
Join to unlock · $37/moNew Harbor Capital Management, LP owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Michael Lhee Control | Partner And Elected Manager, New Harbor Capital | 25-50% | 2013 |
| Mark John Morgan | Chief Compliance Officer & Chief Financial Officer | Under 5% | 2023 |
| Thomas Joseph Formolo Control | Partner And Elected Manager, New Harbor Capital | 50-75% | 2013 |
Frequently asked questions
How much does New Harbor Capital Management, LP manage?
New Harbor Capital Management, LP reports $1.1 billion in regulatory assets under management on its Form ADV.
How many private funds does New Harbor Capital Management, LP manage?
New Harbor Capital Management, LP manages 11 private funds with combined gross assets of $741.4 million.
How many employees does New Harbor Capital Management, LP have?
New Harbor Capital Management, LP reports 18 employees.
Where is New Harbor Capital Management, LP located?
New Harbor Capital Management, LP is based in Chicago, IL and has been SEC-registered since 2016.
Does New Harbor Capital Management, LP disclose fund performance?
New Harbor Capital Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 West Madison Street, Suite 2830, Chicago, IL 60661 |
| Phone | 312-876-8605 |
| Fax | 312-754-4172 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.09B▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
AUM vs fund managersTop 48%
Larger than 52% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $1.09B