Harwood Private Equity Llp is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated January 19, 2026, reports $53M in regulatory assets under management, 8 employees, and 26 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.7% of total clients.
Top client categories% of clientsClients
1
HNWI
57.7%
15
2
Corporations
34.6%
9
3
Pooled Investment Vehicles
3.8%
1
4
Pension Plans
3.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$53Mas of January 19, 2026
Discretionary100.0%
$53M
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$53M
Total Accounts26
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee3:1
10Y Employee Change0 (0.0%)
* 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.