# Haron Capital Management

Haron Capital Management is a Bank / Wealth / Trust based in Cocoa Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cocoa Beach, United States
- **Region:** North America
- **Address:** Guaynabo, Puerto Rico, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** haroncapitalmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/haron

## Regulatory record

- **CRD number:** 298059
- **SEC file number:** 801-121299
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298059

## About

Haron Capital Management was established in 2018 in Guaynabo, Puerto Rico, positioning itself at the intersection of US regulatory infrastructure and Caribbean jurisdictional benefits. The firm entered a market reshaped by Act 60 — the territory's incentive code designed to attract capital and service providers — and built its advisory practice around the compliance and planning needs that follow. Rather than competing for mass-affluent flows on the mainland, Haron targeted the specific demographic of high-net-worth individuals and family endowments navigating cross-jurisdictional financial lives. While specific portfolio holdings, fund structures, or direct co-investment activities are not publicly disclosed, Haron's location implies a practice anchored in separately managed accounts and direct indexing rather than commingled institutional funds. The client base — high-net-worth individuals and endowments — points toward customized mandates across public equities, fixed income, and alternative allocations structured through SMA or sub-advisory relationships. Team size and total assets under management remain undisclosed. The firm operates from a single office in Guaynabo, a San Juan-adjacent municipality that houses many of the territory's financial and professional-services firms. No adjacent philanthropic vehicles, real-asset arms, or multi-family-office expansions have been publicly associated with Haron. Public record does not capture promotions, strategic hires, or fund closes within the last 24 months. Haron's structural differentiator is jurisdictional rather than purely financial. By operating a mainland-style RIA under Puerto Rico's regulatory and tax framework, the firm occupies a niche that requires fluency in both IRS code and local territorial law — a dual competency that most US-based advisors do not maintain. For families who relocated physical residence or business operations to the island, Haron's architecture bridges the gap between US-market investment access and the territorial tax treatment that makes such a move economically viable.

## Questions

### What is Haron Capital Management's relationship with Puerto Rico's Act 60?

Haron launched in Puerto Rico four years after Act 60's initial passage, positioning itself to serve individuals and family endowments utilizing the territory's tax-incentive framework. The firm's Guaynabo presence and cross-jurisdictional client focus suggest its practice is built around the planning demands Act 60 creates, though Haron itself is not a government entity or program administrator.

## Related profiles

- [Harold K.L. Castle Foundation](https://altss.com/profile/harold-k-l-castle-foundation)
- [HarperCollins Pension Fund](https://altss.com/profile/harpercollins-pension-fund)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/haron-capital-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology