Harvest Growth Capital

RIASEC RegisteredEst. 2024
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 organized as a limited liability company and operates as a private equity fund adviser that registered with the SEC in 2024. It serves institutional clients and conducts portfolio management for pooled investment vehicles. The firm acts in sponsor/GP and managing-member roles for the pooled vehicles it runs rather than functioning primarily as a capital allocator to third-party managers. Its fee model combines a percentage-of-assets-under-management component with performance-based fees. Harvest Growth Capital does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth