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 a privately organized investment manager focused on private fund structures and related pooled vehicles. Registered with the SEC since 1996 and organized as an LLC, the firm serves an institutional client base and operates as a sponsor/GP of pooled investment vehicles while also acting in CPO/CTA capacity. Its advisory work centers on portfolio management for pooled vehicles and for businesses or institutional clients. Fee arrangements include percentage-of-assets, fixed fees and performance-based components. Harbourvest does not identify as an active ESG investor.

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 4
  • Mary Traer

    Mary Traer

    Managing Director and Chief Administrative OfficerCRD 2035717

  • Robert Macgoey

    Robert Macgoey

    Managing Director, Chief Financial OfficerCRD 5721195

  • Colin Mazzola

    Colin Mazzola

    Chief Technology OfficerCRD 5321512

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Contacts

3 of 15
  • Adam Freedman

    Adam Freedman

    Managing DirectorCRD 4959250

  • Paula Drake

    Paula Drake

    Managing Director and General CounselCRD 4361073

  • Robert Wadsworth

    Managing DirectorCRD 4363435

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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