HARBOURVIEW EQUITY PARTNERS, LLC
HV MANCO, LLC Legal Name
Adviser information for HARBOURVIEW EQUITY PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 31 |
|---|---|
| Investment Advisory/Research | 26 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $1.5B |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $1.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $1.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-122470 |
|---|---|
| SEC ERA File Number | 801-122470 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315050 |
| Legal Entity Identifier | None |
Principal Office
110 EDISON PLACENEWARK
NJ
United States
Monday - Friday, 8AM-5PM
Tel: 973-329-0285, Fax: None
Chief Compliance Officer
CHRISTINE MASON
110 EDISON PLACE
NEWARK
NJ
United States
Tel:
973-329-0285
C********@********************M
(Full email address available in API data)
Regulatory Contact
MICHAEL AGYILIRAH
MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER
110 EDISON PLACE
NEWARK
NJ
United States
Tel:
973-821-4855
M**@********************M
(Full email address available in API data)
Industry Affiliates
| AP HV HOLDINGS, L.P. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HV GROWTH OPPORTUNITIES GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HV ROYALTIES FUND I GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HVEP CARRY HOLDCO, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HARBOURVIEW ROYALTIES MASTER FUND I, L.P. | Private Equity Fund | $408.2M | $5.0M | 11 |
| HV JVCO I, LLC | Private Equity Fund | $791.8M | $0.0M | 1 |
| HVEP GROWTH EQUITY STRATEGY FUND, L.P. | Private Equity Fund | $0.6M | $0.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SOARES, SHERRESE, CLARKE | Individual | – | MANAGER, CHIEF EXECUTIVE OFFICER | 07/2021 | < 5% |
| HVEP HOLDCO, LLC | Domestic Entity | – | MEMBER | 07/2021 | > 75% |
| HARBOURVIEW EQUITY PARTNERS, LLC | Domestic Entity | HVEP HOLDCO, LLC | MEMBER | 07/2021 | > 75% |
| MASON, CHRISTINE, ELIZABETH | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2021 | < 5% |
| SOARES, SHERRESE, CLARKE | Individual | HARBOURVIEW EQUITY PARTNERS, LLC | OWNER | 07/2021 | > 75% |
| AGYILIRAH, MICHAEL, KABENLA | Individual | – | CHIEF FINANCIAL OFFICER | 01/2022 | < 5% |
| PHUNG, PETER, JOHN | Individual | – | CHIEF OPERATING OFFICER | 11/2023 | < 5% |
| HARBOURVIEW EQUITY PARTNERS HOLDINGS, LLC | Domestic Entity | HARBOURVIEW EQUITY PARTNERS, LLC | MEMBER | 01/2024 | > 75% |
| SOARES, SHERRESE, CLARKE | Individual | HARBOURVIEW EQUITY PARTNERS HOLDINGS, LLC | OWNER | 01/2024 | > 75% |