HARVEST PORTFOLIO MANAGEMENT, LLC

HARVEST PORTFOLIO MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 299005). Regulatory assets under management: $90.0M.

Registration

• CRD: 299005
• Type: Registered investment adviser
• Phone: 917-821-2150
• Latest filing: 2026-03-31
• Regulatory AUM: $90.0M
• Discretionary AUM: $90.0M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search