7TH HARVEST INVESTMENTS

Overview

7th Harvest Investments is a small, privately owned limited liability company that blends portfolio management for individuals and small businesses with insurance brokerage services. The firm charges clients on a percentage-of-assets-under-management basis and directs the bulk of client capital into pooled public vehicles; its most-used asset class is public funds and mutual funds. Client relationships span individual and family investors as well as institutional accounts, but the firm does not present itself as a capital allocator into direct private deals. From an investment posture, 7th Harvest Investments operates without an explicit ESG tilt and maintains a straightforward advisory offering focused on discretionary portfolio management where permitted. The adviser is categorized as unclassified in regulatory filings, is owned by an individual, and is not structured or positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Location & Offices