Firm profile

HARRISON STREET PRIVATE WEALTH LLC

DENVER, COCRD 143857Latest ADV March 27, 2026

Harrison Street Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 27, 2026, reports $4.1B in regulatory assets under management, 35 employees, 3 offices, and 7 accounts.

Assets Under Management
$4.1B
Employees
35
Offices
3 offices
Total Clients
7
Primary office
DENVER, CO
5050 S. SYRACUSE STREET, SUITE 1100, DENVER, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOMark D. Quam
CCOJillian R. Varner
CFOBrian S. Petersen

Advisory services offered

3 types reported
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentInvestment Cos. represent 57.1% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
57.1%
4
2
Pooled Investment Vehicles
42.9%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$4.1Bas of March 27, 2026
Discretionary100.0%
$4.1B
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$4.1B
Total Accounts7
10Y AUM Change+$2.8B (+210.0%)

Employee Growth by Quarter

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

Total Employees35
Clients per Employee0:1
10Y Employee Change+26 (+288.9%)

* 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.