HARVEST CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2004
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
1

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
133026
Registered since
October 7, 2004
Fee structure
Hourly Charges, Fixed Fees
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Harvest Capital Partners LLC is an SEC-registered limited liability company (registered in 2004) that operates as a capital allocator and pension consultant. The firm’s stated advisory activities focus on pension consulting and the selection of other advisers, which indicates a primary role in manager selection and structuring rather than running broad retail wealth-management programs. Fee arrangements are engagement-based (hourly and fixed fees), suggesting project and consulting work rather than recurring asset-based billing. The firm is owned privately (individual owner type) and is not registered as a multi-state adviser. It does not identify as an active ESG investor. Harvest Capital Partners’ profile points to a specialized, consultative practice that sources and recommends external managers for institutional or pension clients rather than maintaining a large in-house investment lineup.

Assets & Accounts

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

Contacts

1 of 1
  • ERIN O'BOYLE

    Founder and Managing PartnerCRD 5379021

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
121 Mount Vernon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth