RIA Intel›Advisers›New York›HARVEST PARTNERS, LP

HARVEST PARTNERS, LP

Fund Manager

N·NEW YORK, NY

Data as of Jan 9, 2026 · Source: SEC Form ADV

Total AUM

$19.8B

1-Year AUM Growth

-2.1%

3-Year CAGR

+20.2%

Employees

64

Assets Under Management

Total AUM$19.8B

Discretionary AUM$18.8B

Non-Discretionary AUM$958M

Discretionary %95.2%

Total Clients42

Team

Total Employees64

Investment Advisers99

Employee Growth (1Y)—

Private Funds

Number of Private Funds36

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record32

First FilingFeb 14, 2012

Latest FilingJan 9, 2026

🔒 Full AUM trend chart and 32 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HARVEST PARTNERS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.