HARVEST LANE INVESTMENT PARTNERS, LLC.

Overview

Harvest Lane Investment Partners, LLC is an individually owned limited liability company that positions itself as a capital allocator and outsourced CIO for private clients and small businesses. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, with a fee model that includes both percentage-of-AUM and fixed-fee arrangements. Harvest Lane does not mark itself as an active ESG investor and is not designated a multi-state adviser. Investment activity centers on working with external managers and pooled vehicles rather than running large in-house long-only sleeves. The firm’s stated allocation interests span traditional mutual fund exposures alongside a meaningful slate of alternative strategies, indicating a multi-asset approach that blends public market core holdings with private and specialty allocations sourced from third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices