HARVEST PORTFOLIO MANAGEMENT, LLC

Overview

Harvest Portfolio Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as select institutional relationships, charging fees based on a percentage of assets under management. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. Investment activity tilts heavily toward publicly traded equities — the firm reports a clear preference for exchange-traded equities and uses equity-oriented strategies as the core of client portfolios. Harvest is not positioned as an active ESG investor. It supplements public-market exposure with selective private placements as a source of alternative returns, deploying those third-party private offerings for qualified accounts rather than running a broad alternatives platform or acting as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices