HARVEST CAPITAL PARTNERS LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 133026
- Registered since
- October 7, 2004
- Website
- www.harvestcp.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Harvest Capital Partners LLC is an SEC-registered limited liability company (registered in 2004) that operates as a capital allocator and pension consultant. The firm’s stated advisory activities focus on pension consulting and the selection of other advisers, which indicates a primary role in manager selection and structuring rather than running broad retail wealth-management programs. Fee arrangements are engagement-based (hourly and fixed fees), suggesting project and consulting work rather than recurring asset-based billing. The firm is owned privately (individual owner type) and is not registered as a multi-state adviser. It does not identify as an active ESG investor. Harvest Capital Partners’ profile points to a specialized, consultative practice that sources and recommends external managers for institutional or pension clients rather than maintaining a large in-house investment lineup.
Assets & Accounts
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
Contacts
1 of 1ERIN O'BOYLE
Founder and Managing PartnerCRD 5379021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, 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
- SUFFOLK
- Address
- 121 Mount Vernon St
- Time zone
- ET (UTC-5)
- Office locations
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