Harbor Wealth Global
A coordinated multi-strategy platform delivering integrated Flexible, Long-Term Capital, Data-Enabled Capabilities, and Cross-Platform Collaboration at Scale
About Us
Founded 2022 in Newport Beach California, and a combined executive experience of 135 years. Harbor Wealth Global is a multi-strategy alternative investment firm focused on delivering flexible capital solutions and long-term value across private credit, private equity, and real assets.
Our platform is built for cross-strategy collaboration at scale: we originate and execute structured credit, acquire and reposition real estate, build and partner with operating businesses, participate in large-format co-investments, and design bespoke capital structures that align with the strategic objectives of sponsors, founders, and operating partners.
We operate as a unified global team across credit, equity, and real estate—integrating data-enabled underwriting, sector expertise, and institutional partnerships to move with speed, precision, and conviction on behalf of our investors.
We believe our core principles are a competitive advantage. Every member of HWG brings perspective, discipline, and domain knowledge that strengthens our decision-making and enables us to solve complex situations. At Harbor Wealth Global, collaboration drives outcomes—and the best ideas rise to the top.
HWG Collectively:
Our team brings deep domain expertise and a disciplined, data-led approach to investing. In place of market speculation, we identify structural shifts and dislocations, leveraging historical patterns, real-time fundamentals, and bottom-up analytics to underwrite durable, risk-adjusted returns.
Our Strategic Domains
Astra x HWG Private Credit
- Focused across all 50 state's
- Existing, predevelopment, development, value add commercial real estate
- Senior, extended Senior, mezzanine, B note & C pace, Preffered equity
- Preferred Check Size $40M-$120M
Alternative Investments
- Utility-scale infrastructure (waste management, battery storage, transmission, and data center campuses)
- Public and private co- activist investing cross platforms, operating companies, and asset-level opportunities
- Regional focus in North America and EMEA
- Check Size $75m-$250M
HWG Family Office
- Structures and focuses in targeted direct control and co-investment vehicles with institutional sponsors and industry operators
- Prioritizes asymmetric opportunities with governance rights, anchored by high-conviction sector exposure
- Sector Focus within CRE and PE
- Equity Check Size $10M-$75M
Trusted By
- Utility-scale energy infrastructure (renewables, battery storage, transmission) and data center campuses
- Prefer late-stage/pre-NTP, but open to early-stage with strong power, land, and tenant agreements in place.
- Anchored by long-term PPAs, lease agreements, or hyperscaler contracts; upside potential through merchant power, RECs, or tax credits.
- JV or LP structures with experienced operators; project-level SPVs or holdco-level investments with board participation preferred.
- Check Size $75m-$500M
What Our Partners Say
Discover why our partners trust us with their capital needs year after year. From individuals to institutional, our professional approach has made a lasting impact.
"HWG has a unique ability to adapt to the changing market landscape without losing sight of the fundamentals. They don’t just chase trends; they develop strategies based on real data and deep market insights. As an investor, I appreciate their thoughtful approach and the consistent communication throughout our partnership. They’ve proven time and time again why they’re the experts."
"Working with HWG feels more like a partnership than a transaction. Their team genuinely cares about the long-term success of every project, and it shows. They’re not just focused on the bottom line; they take the time to ensure every detail is right and every stakeholder feels valued. In a world where business can feel impersonal, HWG stands out for their relationship-driven approach."
"We’ve been through volatile times with other firms, but HWG has consistently been the rock we could rely on. Their ability to adapt to market fluctuations while keeping our investments secure is a testament to their experience and strategic foresight. We trust HWG because they deliver steady returns, even when the market is unpredictable. Their risk management is second to none."