HARBOURVIEW EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$3.9B
Discretionary
$3.9B
100% of AUM
Avg account
$554M
Accounts
7
Employees
45
Advisory reps
4

Firm details

Headquarters
NEWARK, New Jersey
CRD number
315050
Registered since
October 8, 2021
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harbourview Equity Partners, LLC is a private-equity focused adviser that manages pooled investment vehicles for institutional clients. The firm acts as sponsor and general partner on its funds and is structured to run concentrated private investment programs rather than provide retail advisory services. It pursues allocations to private equity strategies and complements those positions with exposure to hedge funds through third‑party managers. Fee arrangements include performance-based compensation, reflecting the carried-interest style economics common to private-equity managers. Harbourview registered with the SEC in 2021 and positions itself to control portfolio construction and manager selection within its pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • PETER PHUNG

    Managing Director, Chief Operating OfficerCRD 6269634

  • CHRISTINE MASON

    Managing Director, Chief Compliance OfficerCRD 6872869

  • SHERRESE SOARES

    Founder & CEOCRD 2901010

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWARK, NJ

ESSEX

Location

NEWARK, NJ

Headquartered in NEWARK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
ESSEX
Address
110 Edison Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth