HARVEST MANAGEMENT, L.L.C.
Firm details
- Headquarters
- New York, New York
- CRD number
- 124477
- Registered since
- February 25, 2003
- Website
- harvestmanagement.com
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Other76.53%
- Pooled Investment Vehicles23.47%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Harvest Management, L.L.C. is an SEC-registered investment manager formed in 2003 and organized as a limited liability company under individual ownership. The firm operates predominantly as a hedge fund manager and provides portfolio management for pooled investment vehicles, also functioning in roles consistent with a CPO/CTA and as a sponsor or managing member of pooled vehicles. Its client base is institutional, and its fee arrangements include a mix of asset-based fees, fixed fees, and performance-based compensation. Harvest is not marketed as a multi-state adviser or an ESG-focused investor, and it is not identified as a primary capital allocator.
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
- Cash & Cash Equivalents58%
- Exchange Traded Equities40%
- Non-Investment Grade Corp Bonds2%
Owners & executives
1 of 1SUEELLEN GILMARTIN
Chief Financial OfficerCRD 1469914
Contacts
2 of 2MARJORIE KELLNER
CCO, Managing MemberCRD 1512532
NATHANIEL BOHRER
Managing MemberCRD 1294781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 515 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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