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.