HARVEST PARTNERS, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 158284
- Registered since
- March 30, 2012
- Website
- hp-scf.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles99.84%
- Insurance Companies0.16%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harvest Partners, LP is structured as a limited partnership that operates primarily as a private equity manager and sponsor. The firm serves institutional clients and acts as general partner and managing member for pooled investment vehicles, providing portfolio management for those funds and for businesses or institutions. Harvest Partners charges a combination of percentage-of-AUM fees and performance-based fees and flags itself as an active ESG investor, which suggests ESG considerations are integrated into its investment selection and monitoring processes. The firm focuses its capital deployment through private funds rather than retail advisory mandates and maintains an institutional allocation profile that emphasizes control-oriented private equity strategies and related credit plays.
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
Asset composition
- Other93%
- Non-Exchange Traded Equities7%
Owners & executives
3 of 3MICHAEL DEFLORIO
Chief Executive OfficerCRD 2159771
EWELINA POST
Chief Compliance OfficerCRD 7621876
JAMIE TOOTHMAN
COO & General CounselCRD 7220758
Contacts
2 of 2STEPHEN CARLSON
President, Private EquityCRD 5585035
FABIA DECRESCENZO
Managing DirectorCRD 7412528
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
- 280 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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