Harvest Fund Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 30, 2026, reports $8.1B in regulatory assets under management, 14 employees, 1 office, and 202 accounts.
Assets Under Management
$8.1B
Employees
14
Offices
1 office
Total Clients
198
Primary office
WAYNE, PA
100 WEST LANCASTER AVENUE, SECOND FLOOR, WAYNE, PA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 85.9% of total clients.
Top client categories% of clientsClients
1
HNWI
85.9%
170
2
Government
8.1%
16
3
Pooled Investment Vehicles
3.0%
6
4
Sovereign Wealth
2.5%
5
5
Investment Cos.
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.1Bas of March 30, 2026
Discretionary100.0%
$8.1B
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.
Total AUM$8.1B
Total Accounts202
10Y AUM Change$-3.2B (-28.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee14:1
10Y Employee Change-5 (-26.3%)
* 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.