Harvest Lane Investment Partners, LLC

Overview

Harvest Lane Investment Partners, LLC is a small, individually owned limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and can also bill hourly for advisory work. FINTRX classifies the firm as unclassified and notes it is not a capital allocator; that implies Harvest Lane relies on third-party managers or vehicles rather than operating its own investment funds. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices