HARVEST RETURNS, INC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
FORT WORTH, Texas
CRD number
324236

Firm profile

FINTRX

Overview

Harvest Returns, Inc. operates as a corporation focused on investment activities, specifically in the realm of private equity. The firm does not classify itself under traditional advisory categories, opting instead for a unique approach to capital allocation. While it does not engage in active ESG investing, it has established itself within the industry through affiliations with insurance companies. The firm’s investment preferences lean towards private equity, indicating a strategic focus on long-term growth through direct investments in private companies.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • PAUL RAWLEY

    Founder & CEOCRD 7672962

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FORT WORTH, TX

TARRANT

Location

FORT WORTH, TX

Headquartered in FORT WORTH, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
TARRANT
Address
5049 Edwards Ranch Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth