Harrison Street Private Wealth LLC

RIASEC Registered
Total AUM
$4.1B
Discretionary
$4.1B
100% of AUM
Avg account
$591M
Accounts
7
Employees
35
Advisory reps
6

Firm details

Headquarters
Denver, Colorado
CRD number
143857
Registered since
September 1, 2011
Fee structure
Percentage of AUM
Client types
  • Investment Companies99.97%
  • Pooled Investment Vehicles0.03%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Harrison Street Private Wealth LLC is an institutional registered investment adviser that positions itself as a capital allocator for institutional clients. The firm is SEC registered (first registered in 2011) and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for investment companies and pooled investment vehicles and the selection of other advisers. The firm also operates as a CPO/CTA and maintains industry affiliations across broker-dealers, insurance companies, real estate brokerage, and sponsor/GP roles for pooled vehicles. Harrison Street Private Wealth identifies its client base as institutional and is not listed as an active ESG investor.

Assets & Accounts

Public Holdings

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
5050 S Syracuse St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth