Harvest Capital Management, LLC
Firm details
- Headquarters
- Quincy, Massachusetts
- CRD number
- 172106
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.12%
- Individuals10.88%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Harvest Capital Management, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm charges fees as a percentage of assets under management and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Harvest does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1John Foley
Principal And Chief Compliance OfficerCRD 1882497
Contacts
1 of 1Wendy Foley
OwnerCRD 6367151
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Quincy, MA
Norfolk
Location
Quincy, MA
Headquartered in Quincy, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 1212 Hancock St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TE Advisors LLC
RIAQuincy, MA
Granite Advisors LLC
RIAQuincy, MA
Portfoliosboston
RIAEast Dennis, MA
Bogle Wealth Management, LLC
RIAYarmouth Port, MA
CCM Investment Management, LLC
RIANew Bedford, MA
Proactive Financial Solutions 360, LLC
RIANorth Attleboro, MA