Harbourview Equity Partners, LLC
Firm details
- Headquarters
- Newark, New Jersey
- CRD number
- 315050
- Registered since
- October 8, 2021
- Website
- www.harbourviewequity.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Harbourview Equity Partners, LLC is an SEC-registered private equity adviser that primarily manages pooled investment vehicles for institutional clients. The firm, organized as an LLC and registered with the SEC in 2021, serves as an investment sponsor and general partner for its funds while also engaging third-party managers. Its client base is institutional and its compensation includes performance-based fee arrangements. Harbourview is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Private Funds
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
3 of 4Peter Phung
Managing Director, Chief Operating OfficerCRD 6269634
Christine Mason
Managing Director, Chief Compliance OfficerCRD 6872869
Sherrese Soares
Founder & CEOCRD 2901010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newark, NJ
Essex
Location
Newark, NJ
Headquartered in Newark, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 110 Edison Pl
- Time zone
- ET (UTC-5)
- Office locations
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