Harbert Fund Advisors, LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 110577
- Registered since
- October 27, 1998
- Website
- www.harbert.net
- Custodians
- J.P. MORGAN SECURITIES INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, GOLDMAN SACHS & CO. LLC, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harbert Fund Advisors, LLC is an SEC-registered investment manager organized as an LLC and operating since 1998. The firm presents itself as a multifaceted fund manager that runs private equity, real estate, venture capital and hedge vehicle strategies and acts as sponsor, general partner and managing member for pooled investment vehicles. Its client base is institutional, and it provides portfolio management for pooled vehicles as well as for businesses and other institutions. Compensation is a mix of asset-based fees and performance fees. Harbert does not identify as an active ESG investor and is not structured as a capital allocator to third-party diversified managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Raymond Harbert
Executive Vice President & Chief Financial OfficerCRD 2718750
Jason Pritchett
President, Chief Operating OfficerCRD 7511907
Raymond Harbert
Chief Financial OfficerCRD 5878726
Contacts
3 of 4
John Mccullough
Executive Vice President & General CounselCRD 5653229
Michael Bauder
Vice PresidentCRD 2318491
Lee Purcell
global head of Capital Markets DistributionCRD 4676073
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2100 3rd Ave N
- Time zone
- CT (UTC-6)
- Office locations
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