Harrison Street Private Wealth LLC

Overview

Harrison Street Private Wealth LLC is an SEC-registered investment adviser (since 2011) that functions as a capital allocator to institutional clients. The firm is structured as an LLC and is owned by a combination of a domestic entity and an individual. Its stated business and advisory activities include acting as a CPO/CTA, providing portfolio management for investment companies and pooled vehicles, and selecting other advisers. Fee billing is on a percentage-of-AUM basis and the firm does not identify itself as an active ESG investor. Affiliations listed for the firm span broker-dealer relationships, registered municipal advisor roles, insurance company connections, real estate brokerage, and positions as sponsor/GP/managing member of pooled investment vehicles. Those ties, together with the firm’s advisory scope, suggest it both allocates to third-party managers and can act as an operating sponsor for pooled alternative vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives