Firm profile

Harbourvest Partners, LLC

BOSTON, MACRD 109846Registration Status: ApprovedEffective since November 25, 1996SEC # 801-53287Latest ADV July 16, 2026

Harbourvest Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated July 16, 2026, reports $191.2B in regulatory assets under management, 1,204 employees, 2 offices, and 314 accounts.

Assets Under Management
$191.2B
Employees
1,204
Offices
2 offices
Total Clients
316

Associated firm names

16 names listed
  • HABOURVEST PARTNERS, LLC
  • HARBOURVEST SENIOR LOAN ADVISERS L.P. - RELYING ADVISER
  • HARBOURVEST PARTNERS, LLC OFICINA DE REPRESENTACION - RELYING ADVISER
  • HARBOURVEST PARTNERS, LLC

Leadership

3 roles identified
CEOJohn M. Toomey
CCOAdam J. Freedman
CFORobert A. Macgoey

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Fixed fees
Performance-based fees

Offices & Contact

Primary office

BOSTON, Massachusetts, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Massachusetts

BOSTONPrimary office

Colombia

BOGOTA

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$191.2Bas of July 16, 2026
Discretionary83.1%
$159.0B
83% of total RAUM83.1%
Non-discretionary16.9%
$32.2B
17% of total RAUM16.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 99.4% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
99.4%
314
2
Pension Plans
0.6%
2

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$191.2B
Total Accounts314
10Y AUM Change+$146.9B (+331.9%)

Private Funds

Private funds reported by Harbourvest Partners, LLC

Loading private fund disclosures…

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,204
Clients per Employee0:1
10Y Employee Change+805 (+201.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
JOHN GERD MORRISDirect owner · Schedule AInterest in HARBOURVEST PARTNERS, LLC
5% to < 10%
GREGORY VINCENT STENTODirect owner · Schedule AInterest in HARBOURVEST PARTNERS, LLC
5% to < 10%
JOHN MICHAEL TOOMEYDirect owner · Schedule AInterest in HARBOURVEST PARTNERS, LLC
5% to < 10%
BRETT ALAN GORDONDirect owner · Schedule AInterest in HARBOURVEST PARTNERS, LLC
5% to < 10%
ALEX ARTHUR ROGERSDirect owner · Schedule AInterest in HARBOURVEST PARTNERS, LLC
5% to < 10%
PETER GEORGE WILSONDirect owner · Schedule AInterest in HARBOURVEST PARTNERS, LLC
5% to < 10%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Harbourvest Partners, LLC.

No indirect ownership information reported in the source’s Schedule B.

Reported ownership and control details

Form ADV · Filing date 2026-07-16 · Schedules A and B

19 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1JOHN GERD MORRISSENIOR ADVISORIndividualHARBOURVEST PARTNERS, LLC5% to less than 10%Code ANoSENIOR ADVISOR10/2002Schedule APDF page 1653
2GREGORY VINCENT STENTOMANAGING DIRECTORIndividualHARBOURVEST PARTNERS, LLC5% to less than 10%Code AYesMANAGING DIRECTOR10/2002Schedule APDF page 1653
3JOHN MICHAEL TOOMEYCEOIndividualHARBOURVEST PARTNERS, LLC5% to less than 10%Code AYesCEO09/2008Schedule APDF page 1653
4MARY CHRISTINE TRAERMANAGING DIRECTOR & CHIEF ADMINISTRATIVE OFFICERIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NANoMANAGING DIRECTOR & CHIEF ADMINISTRATIVE OFFICER10/2009Schedule APDF page 1653
5HEMAL (NMN) THAKOREMANAGING DIRECTORIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesMANAGING DIRECTOR01/2015Schedule APDF page 1653
6PAULA NICOLE DRAKEMANAGING DIRECTOR & GENERAL COUNSELIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesMANAGING DIRECTOR & GENERAL COUNSEL04/2017Schedule APDF page 1653
7BRETT ALAN GORDONMANAGING DIRECTORIndividualHARBOURVEST PARTNERS, LLC5% to less than 10%Code AYesMANAGING DIRECTOR10/2008Schedule APDF page 1653
8ALEX ARTHUR ROGERSMANAGING DIRECTORIndividualHARBOURVEST PARTNERS, LLC5% to less than 10%Code AYesMANAGING DIRECTOR10/2008Schedule APDF page 1653
9DAVID ASHLEY ATTERBURYMANAGING DIRECTORIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesMANAGING DIRECTOR01/2012Schedule APDF page 1653
10JEFFREY RICHARD KEAYMANAGING DIRECTORIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesMANAGING DIRECTOR04/2011Schedule APDF page 1653
11CORENTIN DU ROY DE BLICQUYMANAGING DIRECTORIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesMANAGING DIRECTOR11/2014Schedule APDF page 1653
12ROBERT MANNING WADSWORTHSENIOR ADVISORIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesSENIOR ADVISOR01/2019Schedule APDF page 1653
13ROBERT AIDAN MACGOEYCHIEF FINANCIAL OFFICERIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NANoCHIEF FINANCIAL OFFICER07/2020Schedule APDF page 1653
14MITCHELL EVAN HARRISINDEPENDENT DIRECTORIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesINDEPENDENT DIRECTOR09/2021Schedule APDF page 1653
15ADAM JAMES FREEDMANMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NANoMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER09/2022Schedule APDF page 1653
16PETER GEORGE WILSONSENIOR ADVISORIndividualHARBOURVEST PARTNERS, LLC5% to less than 10%Code ANoSENIOR ADVISOR10/2002Schedule APDF page 1653
17KARIN ANN RISIINDEPENDENT DIRECTORIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesINDEPENDENT DIRECTOR05/2025Schedule APDF page 1653
18RAJESH (NMN) SENAPATIMANAGING DIRECTORIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesMANAGING DIRECTOR04/2024Schedule APDF page 1653
19COLIN LARSEN MAZZOLAMANAGING DIRECTOR & CHIEF TECHNOLOGY OFFICERIndividualHARBOURVEST PARTNERS, LLCLess than 5%Code NAYesMANAGING DIRECTOR & CHIEF TECHNOLOGY OFFICER02/2026Schedule APDF page 1653

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 7/16/2026 1:29:43 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.