Harvest Management, L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $316M in regulatory assets under management, 7 employees, 2 offices, and 5 accounts.
Assets Under Management
$316M
Employees
7
Offices
2 offices
Total Clients
5
Primary office
NEW YORK, NY
515 MADISON AVENUE, #9121, NEW YORK, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentSMA represent 60.0% of total clients.
Top client categories% of clientsClients
1
SMA
60.0%
3
2
Pooled Investment Vehicles
40.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of March 27, 2026
Discretionary100.0%
$316M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$316M
Total Accounts5
10Y AUM Change+$111M (+54.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change+2 (+40.0%)
* 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.