Harvest Capital Strategies LLC
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Learn more about Harvest Capital Strategies LLC
Overview
Harvest Capital Strategies LLC is a financial advisor company that has its headquarters in San Francisco, California. Harvest Capital Strategies LLC oversees $366.9 million in total assets over six customer accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 2 financial advisors. Harvest Capital Strategies LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like options, bonds and equities.
Harvest Capital Strategies LLC administers all of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell choices for the client's account without needing to seek client approval. Harvest Capital Strategies LLC's typical account size is $61.2 million. The typical advisor at Harvest Capital Strategies LLC administers around three client accounts, making it one of the most individualized firms in the country.
Harvest Capital Strategies LLC's main office is located at 600 Montgomery Street, San Francisco, California 94111. It is legally registered to serve investors across a number of states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Harvest Capital Strategies LLC by the Numbers
$366.9 million
7
6
$61.2 million
Fee Structure
A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees charged by Harvest Capital Strategies LLC can include some blend of the following fee types: asset-based, performance-based or other. Harvest Capital Strategies LLC does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It caters to pooled investment vehicles. Out of its six clients, Harvest Capital Strategies LLC's biggest client type by number of accounts is pooled investment vehicles. None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Harvest Capital Strategies LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Harvest Capital Strategies LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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