HARRISON STREET PRIVATE WEALTH LLC

Overview

Harrison Street Private Wealth LLC is a SEC-registered limited liability company (registered in 2011) that operates as a capital allocator to institutional clients. The firm charges fees as a percentage of AUM and describes business activities consistent with commodity pooled/managed futures involvement (CPO/CTA). Its advisory remit includes portfolio management for investment companies and pooled investment vehicles and the selection of other advisers, which indicates a mix of discretionary portfolio oversight and manager-of-managers responsibilities. The firm reports no active ESG investing program and is organized as a domestic entity. Harrison Street appears to serve institutional mandates and to act beyond pure subadvisory work: industry affiliations list broker-dealer relationships, roles as sponsor/GP/managing member of pooled vehicles, registered municipal advisor activities, insurance company affiliations, and real estate brokerage connections. That profile suggests the firm both sources alternative managers and sponsors pooled investment vehicles in which it may also act as a portfolio manager or adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives