HARREN EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$201M
Discretionary
$201M
100% of AUM
Avg account
$101M
Accounts
2
Employees
5
Advisory reps
2

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
158494
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harren Equity Partners, LLC is a private equity manager and adviser that focuses on pooled investment vehicles for institutional clients. Organized as an LLC and operating since 2012, the firm acts as sponsor, general partner and managing member of its funds and runs portfolio management for pooled vehicles. Its fee arrangement combines a percentage-of-AUM component with performance-based fees, and the firm identifies itself as an active ESG investor. Harren Equity Partners is owner-controlled at the individual level and does not present as a multi-state adviser. Investment activity centers on private equity strategies delivered through closed-end funds and similar pooled structures. The client base is highly concentrated and institutional in nature, and the firm’s governance and economics reflect a GP-led model with alignment between manager and owners through carried interest and AUM fees.

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

Contacts

2 of 2
  • LEE MONAHAN

    PartnerCRD 2687801

  • THOMAS CARVER

    Managing PartnerCRD 1976966

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

CHARLOTTESVILLE, VA

CHARLOTTESVILLE CITY

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
CHARLOTTESVILLE CITY
Address
The Gleason Garrett St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth