Harbourvest Registered Advisers
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 332106
- Registered since
- November 5, 2024
- Website
- www.harbourvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Harbourvest Registered Advisers is organized as a limited partnership and operates as an institutional registered investment adviser that became SEC-registered in 2024. The firm serves institutional clients and is structured to provide portfolio management for investment companies while also carrying on CPO/CTA activities. Its fee model combines percentage-of-AUM billing with performance-based fees. FINTRX flags the firm as a domestic entity with individual ownership characteristics and notes it does not present itself as a capital allocator or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
John Toomey
Chief Executive OfficerCRD 2657684
Robert Macgoey
Managing Director, Chief Financial OfficerCRD 5721195
Contacts
2 of 2
Paula Drake
Managing Director and General CounselCRD 4361073
Adam Freedman
Managing DirectorCRD 4959250
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
O'Rourke & Company, Incorporated
RIABoston, MA
Fort Point Capital
RIABoston, MA
Wave Equity Partners
RIABoston, MA
Hastings Equity Partners, LLC
RIABoston, MA
Tensor Edge Capital, LLC
RIABoston, MA
Wincove
RIABoston, MA