RIA Intel›Advisers›California›HARVEST CAPITAL STRATEGIES LLC

HARVEST CAPITAL STRATEGIES LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Mar 26, 2024 · Source: SEC Form ADV

Total AUM
$1M
1-Year AUM Growth
-0.3%
3-Year CAGR
-18.0%
Employees
49
Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees49
Investment Advisers57
Employee Growth (1Y)+2700.0%
Filing History
Total Filings on Record47
First FilingJan 6, 2006
Latest FilingMar 26, 2024
🔒 Full AUM trend chart and 47 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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