Harbourvest Partners, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 109846
- Registered since
- November 25, 1996
- Website
- www.harbourvest.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.68%
- Pension & Profit Sharing Plans0.32%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harbourvest Partners, LLC is organized as an LLC and operates primarily as a private funds manager and sponsor. The firm’s business is concentrated on pooled investment vehicles and institutional mandates; it acts as a portfolio manager for pooled funds and for businesses or institutional investors, and it also serves in sponsor/GP and managing-member roles for pooled vehicles. Harbourvest reports commodity pool operator/CTA activity, and its fee mix includes asset-based fees, fixed fees and performance-based fees. Its client base is institutional, and the firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 4
John Toomey
Chief Executive OfficerCRD 2657684
Mary Traer
Managing Director and Chief Administrative OfficerCRD 2035717
Robert Macgoey
Managing Director, Chief Financial OfficerCRD 5721195
Contacts
3 of 15
Karin Risi
Managing DirectorCRD 3209445
Mitchell Harris
Board MemberCRD 4359464
John Morris
Managing DirectorCRD 5904987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Lincoln St
- Time zone
- ET (UTC-5)
- Office locations
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