HARBOURVEST REGISTERED ADVISERS

RIASEC RegisteredEst. 2024
Total AUM
$539M
Discretionary
$539M
100% of AUM
Avg account
$539M
Accounts
1
Employees
1,204
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
332106
Registered since
November 5, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Harbourvest Registered Advisers is organized as a limited partnership and registered with the SEC in 2024. The firm’s ownership is listed as a mix of a domestic entity and individuals, and it serves an institutional client base rather than retail investors. It is not identified as a capital allocator and is classified in the available data as unclassified. The firm’s stated business activities include acting as a CPO or CTA and providing portfolio management for investment companies. Its fee arrangements combine a percentage-of-assets model with performance-based fees. Harbourvest Registered Advisers is not an active ESG investor, is not registered as a multi-state adviser, and does not appear as a related adviser in the provided information.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOHN TOOMEY

    Chief Executive OfficerCRD 2657684

  • ROBERT MACGOEY

    Managing Director, Chief Financial OfficerCRD 5721195

Contacts

2 of 2
  • ADAM FREEDMAN

    Managing DirectorCRD 4959250

  • PAULA DRAKE

    Managing Director and General CounselCRD 4361073

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth