HARMONY PARTNERS MANAGEMENT COMPANY, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
164029
Registered since
April 27, 2018

Firm profile

FINTRX

Overview

Harmony Partners Management Company, LLC is an SEC‑registered investment adviser organized as an LLC and active since 2018. The firm operates primarily as a sponsor and general partner of pooled investment vehicles rather than as a retail advisory practice. Its public filings characterize it as focused on managing private funds — with venture capital as the dominant strategy — and it is not identified as an ESG‑focused manager or a multi‑state retail adviser. Harmony Partners serves as GP and managing member for its vehicles, indicating an operational emphasis on sourcing, diligencing and active oversight of private‑company investments.

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

Contacts

1 of 1
  • MARK LOTKE

    Managing PartnerCRD 4517292

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
7 W 18th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth