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 operates as an institutional registered investment adviser. The firm registered with the SEC in 2024 and serves an institutional client base, with its advisory work focused on portfolio management for investment companies. It is also registered as a CPO/CTA, indicating a role in managing or advising commodity pools or trading strategies tied to futures and other derivatives. Compensation combines a percentage-of-AUM structure with performance-based fees. Harbourvest Registered Advisers is not positioned as a multi-state adviser, a pension consultant, or a capital allocator, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

    John Toomey

    Chief Executive OfficerCRD 2657684

  • Robert Macgoey

    Robert Macgoey

    Managing Director, Chief Financial OfficerCRD 5721195

Contacts

2 of 2
  • Adam Freedman

    Adam Freedman

    Managing DirectorCRD 4959250

  • Paula Drake

    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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth