HARVEY CAPITAL PARTNERS, L.P.

RIASEC RegisteredEst. 2025
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$418M
Accounts
3
Employees
15
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
327590
Registered since
November 17, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Harvey Capital Partners, L.P. is a limited partnership that operates as a hedge-fund manager focused on pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member for its funds, running active portfolio management for a single pooled vehicle that represents the bulk of its assets. Its fee model combines a percentage-of-assets structure with performance-based fees typical of hedge fund structures. Investment activity centers on private-market and credit-focused strategies rather than public-market beta exposures. The firm does not position itself as an ESG-driven investor. Registered with the SEC in 2025, Harvey Capital Partners targets institutional allocators and maintains a concentrated client base, positioning the team to manage bespoke fund terms and negotiated allocations for large investors.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • IAN COHEN

    Chief Financial OfficerCRD 6778257

  • LISA BARONI

    Chief Compliance OfficerCRD 4498216

Contacts

1 of 1
  • DAVID COHEN

    Co-founder and PresidentCRD 4606128

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
888 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth