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HARRISON STREET PRIVATE WEALTH LLC
CRD 143857File 801-72298
APPROVED
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.14B
Top 25% of cohort (national)
Discretionary AUM
$4.14B
Clients
7
7 accounts
Employees
35
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Sep 1, 2011
- Principal office
- 5050 S. SYRACUSE STREET, SUITE 1100, DENVER, CO, 80237-3386
- Phone
- 877-200-1878
- Website
- HTTP://WWW.HARRISONSTPW.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.14B
- Discretionary AUM
- $4.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 7
- Non-discretionary accounts
- 0
- Total accounts
- 7
- AUM per client
- $591.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $4.14B |
| Pooled investment vehicles | 3 | $1.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 32 | 35 | increased by3 |
| Apr 1, 2026 | Clients | 6 | 7 | increased by1 |
| Apr 1, 2026 | AUM | $4,591,979,198 | $4,138,608,256 | decreased by$453,370,942 |
| Apr 1, 2026 | Accounts | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 32 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,671,349,229 | $4,591,979,198 | decreased by$1,079,370,031 |
| Apr 1, 2022 | Employees | 18 | 21 | increased by3 |
| Apr 1, 2022 | AUM | $4,637,922,961 | $5,671,349,229 | increased by$1,033,426,268 |
| Aug 1, 2021 | Employees | 16 | 18 | increased by2 |
| Aug 1, 2021 | AUM | $4,309,179,839 | $4,637,922,961 | increased by$328,743,122 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HARRISON STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARRISON STREET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.