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 hedge fund adviser organized as a limited liability company and in operation since 2003. The firm serves institutional clients and is owned by an individual. Its recorded business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles. Fee arrangements reported include percentage‑of‑AUM, fixed fees, and performance‑based fees. Harvest is not identified as an active ESG investor and does not present itself as a multi‑state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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