Harvest Capital Management

Overview

Harvest Capital Management is a small, independent registered investment adviser that focuses on fee-based wealth management for individuals and families. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its stated fee structures include percentage-of-assets and fixed fees, and it is organized as a limited liability company owned by an individual. Investment activity shows a clear tilt toward publicly traded equities as the primary allocation, with supplemental use of mutual funds and annuities. The firm is not an active ESG investor and does not position itself as a multi-state or institutional capital allocator. Given the client base and service mix, Harvest Capital appears focused on personalized, discretionary portfolio management for a very small number of relatively large clients.

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Public Holdings

Investments & Alternatives

Location & Offices