HARBOURVEST PARTNERS, LLC

RIASEC RegisteredEst. 1996
Total AUM
$191B
Discretionary
$159B
83% of AUM
Avg account
$609M
Accounts
314
Employees
1,204
Advisory reps
19

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
109846
Registered since
November 25, 1996
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.68%
  • Pension & Profit Sharing Plans0.32%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Harbourvest Partners, LLC is organized as a limited liability company and operates primarily as a private equity fund manager and other fund provider serving institutional clients. The firm is SEC-registered (since 1996) and reports business activities that include roles typical of fund sponsors and pooled-vehicle managers: it acts as a sponsor/GP/managing member of pooled investment vehicles and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Harbourvest also lists activity as a CPO/CTA. Its fee arrangements include a mix of asset-based fees, fixed fees and performance-based fees. The firm does not identify itself as an active ESG investor and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • MARY TRAER

    Managing Director and Chief Administrative OfficerCRD 2035717

  • ROBERT MACGOEY

    Managing Director, Chief Financial OfficerCRD 5721195

  • JOHN TOOMEY

    Chief Executive OfficerCRD 2657684

Contacts

3 of 16
  • ADAM FREEDMAN

    Managing DirectorCRD 4959250

  • PAULA DRAKE

    Managing Director and General CounselCRD 4361073

  • ROBERT WADSWORTH

    Managing DirectorCRD 4363435

Unlock 13 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Lincoln St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth