Harvey Partners, LLC
Firm details
- Headquarters
- Tarrytown, New York
- CRD number
- 160681
- Registered since
- March 30, 2012
- Website
- www.harveypartners.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans87.48%
- Pooled Investment Vehicles11.68%
- HNWI0.84%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harvey Partners, LLC is an SEC-registered investment manager organized as an LLC and first registered in 2012. The firm operates as a hedge fund manager that serves both individual/family investors and institutional clients. Its compensation includes asset-based fees plus performance fees, and the firm performs portfolio management for pooled investment vehicles as well as for business and institutional accounts. The firm also functions in commodity pooled/commodity trading roles and acts as a sponsor, general partner, or managing member for pooled vehicles it oversees. Harvey Partners does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents8%
Owners & executives
3 of 3
Jeffrey Moskowitz
Chief Risk Officer, Co-FounderCRD 1058165
Anthony Cimini
CFO & CCOCRD 6024714
James Schwartz
Co-Founder and CIOCRD 4375252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$11.2M in ETFs
100%
$11.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.2M | 15,000 | 100.00% |
Location
Tarrytown, NY
Westchester
Location
Tarrytown, NY
Headquartered in Tarrytown, 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
- Westchester
- Address
- 120 White Plains Rd
- Time zone
- ET (UTC-5)
- Office locations
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