HARVEST PARTNERS, LP

RIASEC RegisteredEst. 2012
Total AUM
$20.2B
Discretionary
$19.5B
97% of AUM
Avg account
$431M
Accounts
47
Employees
102
Advisory reps
5

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 93%, Non-Exchange Traded Equities 7%93%
  • Other93%
  • Non-Exchange Traded Equities7%

Owners & executives

3 of 3
  • MICHAEL DEFLORIO

    Chief Executive OfficerCRD 2159771

  • EWELINA POST

    Chief Compliance OfficerCRD 7621876

  • JAMIE TOOTHMAN

    COO & General CounselCRD 7220758

Contacts

2 of 2
  • STEPHEN CARLSON

    President, Private EquityCRD 5585035

  • FABIA DECRESCENZO

    Managing DirectorCRD 7412528

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth