Harbourvest Partners, LLC
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Learn more about Harbourvest Partners, LLC
Overview
Harbourvest Partners, LLC is a financial advisory firm based in Boston, Massachusetts. The firm administers $134.5 billion in assets throughout 263 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). Harbourvest Partners, LLC has a large team, including 266 financial advisors. Harbourvest Partners, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like equities, options and bonds.
Harbourvest Partners, LLC oversees the majority of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices without needing client permission. The firm also manages 48 non-discretionary accounts with a total of $21.2 billion in assets under management. The company manages an average of $513.3 million in assets for every customer account. The average advisor at Harbourvest Partners, LLC administers fewer than one client account, making it one of the most personalized firms in the country.
Harbourvest Partners, LLC's central office is at One Financial Center, Boston, Massachusetts 2111. Harbourvest Partners, LLC is registered to serve investors in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Harbourvest Partners, LLC by the Numbers
$134.5 billion
990
263
$511.5 million
Fee Structure
Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees billed by the firm likely are comprised of some combination of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Harbourvest Partners, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to pooled investment vehicles and pension plans. Out of its 263 clients, Harbourvest Partners, LLC's largest client by number of accounts is pooled investment vehicles. Around 51% of its accounts are 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
Harbourvest Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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