Harvest Growth Capital

RIASEC Registered
Total AUM
$627M
Discretionary
$536M
86% of AUM
Avg account
$69.7M
Accounts
9
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
327883
Registered since
April 5, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harvest Growth Capital is structured as a privately owned limited liability company that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm is registered with the SEC in 2024 and lists its owner type as an individual proprietor. Its advisory activity centers on portfolio management for pooled vehicles, and it also functions as sponsor, general partner and managing member of those pooled investment structures. Fees are charged as a combination of a percentage of assets under management and performance-based fees. The firm does not identify itself as an active ESG investor and is not reported as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Judith Wheadon

    Chief Financial OfficerCRD 2106941

Contacts

2 of 2
  • Eric Garcia

    Eric Garcia

    Founder & Managing PartnerCRD 2758138

  • Marie Gorence

    Marie Gorence

    DirectorCRD 7803453

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth