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HARRISON FIDUCIARY GROUP
Legal name: HARRISON FIDUCIARY GROUP LLC
CRD 155845File 801-110949
APPROVED
Filing as of Mar 27, 2025
Feed vintage Oct 1, 2026
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
5
0 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 31, 2017
- Principal office
- 45 ROCKEFELLER PLAZA, SUITE 2000, NEW YORK, NY, 10111
- Phone
- 212-537-4722
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $0
- Discretionary AUM
- $0
- Non-discretionary AUM
- $0
- Discretionary accounts
- 0
- Non-discretionary accounts
- 0
- Total accounts
- 0
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- Other advisory activities
- Portfolio management for other
- 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 |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $746,355,472 | $0 | decreased by$746,355,472 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4 | 0 | decreased by4 |
| Apr 1, 2022 | AUM | $956,603,317 | $746,355,472 | decreased by$210,247,845 |
| 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 FIDUCIARY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARRISON FIDUCIARY” 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.