Harvey Capital Partners, L.P.

RIASEC Registered
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 structured as a limited partnership that operates as a hedge fund serving institutional investors. The firm is registered with the SEC (registration year listed as 2025) and focuses on portfolio management for pooled investment vehicles. It functions both as an adviser and as a sponsor/GP/managing member of pooled vehicles, indicating hands-on involvement in fund operations and manager selection. Compensation is a mix of a percentage-of-assets management fee and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

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