HARVEST CAPITAL PARTNERS LLC

Adviser information for HARVEST CAPITAL PARTNERS LLC last updated from Form ADV on February 6th, 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 Massachusetts, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 1
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 No

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 0 $0
Pension and profit sharing plans <5 $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 4
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Pension consulting servicesSelection of other advisers (including private fund managers)
Compensation Hourly chargesFixed fees

Identifiers

SEC RIA File Number 801-63565
SEC ERA File Number 801-63565
SEC CIK Numbers None
SEC CRD Numbers 133026
Legal Entity Identifier None

Principal Office

121 MOUNT VERNON ST
BOSTON
MA
United States
Monday - Friday, 9AM-5PM
Tel: 617-270-6260, Fax: None

Chief Compliance Officer

ERIN O'BOYLE
MEMBER
121 MOUNT VERNON ST
BOSTON
MA
United States
Tel: 617-270-6260
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
O'BOYLE, ERIN, ROSE Individual MEMBER/MANAGER/ CHIEF COMPLIANCE OFFICER 06/2006 > 75%

No. Employees, Historic

105020192020202120222023202420251 on 9/3/20192 on 2/3/20202 on 1/19/20212 on 1/18/20222 on 3/1/20232 on 2/6/2024

No. Clients, Historic

105020192020202120222023202420250 on 9/3/20192 on 2/3/20201 on 1/19/20210 on 1/18/20220 on 3/1/20230 on 2/6/2024