HARVEST CAPITAL MANAGEMENT, LLC

Overview

Harvest Capital Management, LLC is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and families, including small-business owners. The firm operates as an active discretionary manager and shows a clear preference for equity exposure, allocating the bulk of client assets to exchange-traded instruments. Harvest structures client engagements on a percentage-of-AUM fee model and limits services to wealth management and planning rather than institutional consulting or pension work. Investment activity centers on liquid, equity-oriented strategies with supplemental exposure to third‑party mutual funds and select alternative managers. The firm is not positioned as an ESG specialist, does not advertise multi-state adviser status, and does not function as a capital allocator to external private managers in a broad sense, although it does place some client capital into hedge fund and real estate strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices