Harvest Global Investments Limited

RIASEC RegisteredEst. 2011

Total AUM

$3.8B

Discretionary

$3.8B

100% of AUM

Avg account

$146M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Hong Kong,
CRD number: 157964
Registered since: June 22, 2011
Website: www.harvestglobal.com.hk
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies48.15%
Corporations / Businesses32.07%
Other Investment Advisers12.54%
Pooled Investment Vehicles7.24%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Harvest Global Investments Limited is an SEC-registered institutional registered investment adviser that began registration in 2011. The firm serves institutional clients and acts primarily as portfolio manager for investment companies, pooled investment vehicles, and other businesses or institutions. Ownership is identified as a combination of a foreign entity and individuals. Harvest charges a combination of percentage-of-AUM fees and performance-based fees and reports active engagement with ESG considerations in its investment process. The firm is classified outside typical retail RIA categories and appears to operate as an institutional allocator and advisory manager rather than a retail-facing wealth manager.