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HARVEST PARTNERS, LP
CRD 158284File 801-74136
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.25B
Top 10% of cohort (national)
Discretionary AUM
$19.54B
Non-discretionary $704.0M
Clients
45
47 accounts
Employees
102
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 280 PARK AVENUE, 26TH FLOOR WEST, NEW YORK, NY, 10017-1263
- Phone
- 212-599-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.25B
- Discretionary AUM
- $19.54B
- Non-discretionary AUM
- $704.0M
- Discretionary accounts
- 39
- Non-discretionary accounts
- 8
- Total accounts
- 47
- AUM per client
- $449.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $32.6M |
| Pooled investment vehicles | 45 | $20.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | 99 | 102 | increased by3 |
| Apr 1, 2026 | Clients | 42 | 45 | increased by3 |
| Apr 1, 2026 | AUM | $19,803,022,925 | $20,247,176,787 | increased by$444,153,862 |
| Apr 1, 2026 | Accounts | 44 | 47 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 67 | 99 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 37 | 42 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $19,021,467,777 | $19,803,022,925 | increased by$781,555,148 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 37 | 44 | increased by7 |
| Jun 1, 2022 | AUM | $19,100,224,959 | $19,021,467,777 | decreased by$78,757,182 |
| Apr 1, 2022 | Employees | 63 | 67 | increased by4 |
| Apr 1, 2022 | Clients | 28 | 37 | increased by9 |
| Apr 1, 2022 | AUM | $12,150,838,183 | $19,100,224,959 | increased by$6,949,386,776 |
| Apr 1, 2022 | Accounts | 28 | 37 | increased by9 |
| 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 “HARVEST PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARVEST PARTNERS” 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.