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HARBOURVIEW EQUITY PARTNERS, LLC

Legal name: HV MANCO, LLC

CRD 315050File 801-122470
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.88B
Top 25% of cohort (national)
Discretionary AUM
$3.88B
Clients
7
7 accounts
Employees
45
Top 25% of cohort in NJ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Oct 8, 2021
Principal office
110 EDISON PLACE, NEWARK, NJ, 07102
Phone
973-329-0285

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.88B
Discretionary AUM
$3.88B
Non-discretionary AUM
$0
Discretionary accounts
7
Non-discretionary accounts
0
Total accounts
7
AUM per client
$554.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles7$3.88B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — PERCENTAGE OF INVESTED CAPITAL
  • Performance-based fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees4445increased by1
Apr 1, 2026Clients57increased by2
Apr 1, 2026AUM$2,667,103,903$3,877,995,518increased by$1,210,891,615
Apr 1, 2026Accounts57increased by2
May 1, 2025
vs Oct 1, 2022
Employees1844increased by26
May 1, 2025
vs Oct 1, 2022
Clients15increased by4
May 1, 2025
vs Oct 1, 2022
AUM$493,117,816$2,667,103,903increased by$2,173,986,087
May 1, 2025
vs Oct 1, 2022
Accounts15increased by4
Jun 1, 2022AUM$198,868,632$493,117,816increased by$294,249,184
Apr 1, 2022Employees718increased by11
Apr 1, 2022AUM$200,000,000$198,868,632decreased by$1,131,368
Jan 1, 2022RegistrationAPPROVED-120APPROVED
Dec 1, 2021CustodyNoYes
Dec 1, 2021AUM$0$200,000,000increased by$200,000,000
Dec 1, 2021Accounts01increased by1

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “HARBOURVIEW EQUITY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HARBOURVIEW EQUITY” 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.