HARMONY CAPITAL MANAGEMENT LP
Adviser information for HARMONY CAPITAL MANAGEMENT LP last updated from Form ADV on February 2nd, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-75799 |
|---|---|
| SEC ERA File Number | 802-75799 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163175 |
| Legal Entity Identifier | None |
Principal Office
174 NASSAU STREET411
PRINCETON
NJ
United States
Monday - Friday, 9:00-5:00
Tel: 9179711137, Fax: None
Chief Compliance Officer
RONALD S. TAUBER
MANAGING MEMBER
174 NASSAU STREET
SUITE 411
PRINCETON
NJ
United States
Tel:
9179711137
R********@***************M
(Full email address available in API data)
Industry Affiliates
| HARMONY CAPITAL ASSOCIATES II LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| HARMONY CAPITAL ASSOCIATES LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HARMONY PRIVATE EQUITY FUND II LP | Private Equity Fund | $18.9M | $0.3M | 42 |
| HARMONY PRIVATE EQUITY FUND, L.P. | Private Equity Fund | $6.7M | $0.3M | 44 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FRIEDMAN, ROBERT, ALAN | Individual | – | LIMITED PARTNER | 07/2007 | 25-50% |
| LEVY (ESTATE), PETER | Individual | – | LIMITED PARTNER | 07/2007 | 25-50% |
| TAUBER, RONALD, STEVEN | Individual | – | LIMITED PARTNER | 07/2007 | 25-50% |
| HARMONY CAPITAL MANAGEMENT, LLC | Domestic Entity | – | GENERAL PARNTER | 07/2007 | < 5% |