Harbor Wealth Global
A coordinated alternative investment platform. Focused on private credit, energy, logistics, with 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 investing and delivering long-term value and solutions to complex opportunities across private credit, energy, and real assets.
Our platform is built for cross-strategy collaboration at scale: we originate, underwrite, and execute structured credit, acquire and reposition real assets, build and partner with specialized operating teams, participate in large-format co-investments, and design bespoke capital structures that align with the strategic objectives of sponsors, our investors, founders, and operating partners.
With a unified global team based across Northen America and EMEA. Integrating core data, sector expertise, and institutional partnerships to move with speed, precision, and conviction on behalf of our investors and partners.
Collective Platform Numbers:
HWG’s deep domain expertise and a disciplined, data-led approach to investing. In place of market speculation, enabling us to identify structural shifts and dislocations, leveraging patterns, real-time fundamentals, and bottom-up analytics to underwrite durable, risk-adjusted returns.
Our Strategic Domains
HWG Private Credit
- Focused across all 50 state's
- Acquisitional, predevelopment, development, and value add across all commercial real estate assets
- Senior, extended Senior, B note & C pace, Preferred equity, Ground Lease Loans
- Preferred Check Size $30M-$150M
HWG Alternative Investments
- Utility-scale infrastructure (waste management, cell towers, energy, transmission, and data center, and logistic chain) cash flowing value add and development opportunites .
- Focused on Co-GP and JV Equity positions in direct asset or platform level investments
- Regional focus 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 Infrastructure
- 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
