{ "crd_number": 315050, "slug": "harbourview-equity-partners-llc-newark-nj-315050", "primary_business_name": "HARBOURVIEW EQUITY PARTNERS, LLC", "legal_name": "HV MANCO, LLC", "dbas": [], "city": "Newark", "state": "NJ", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-10-08", "years_registered": 4, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 3877995518.0, "raum_discretionary": 3877995518.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 45, "advisory_employees": 45, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3877995518.0, "count": 7 } }, "compensation_types": [ "other", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NJ" ], "websites": [ "https://facebook.com/HarbourViewEP", "https://fanbase.app/@harbourview", "https://harbourviewequity.com", "https://instagram.com/harbourviewEP", "https://linkedin.com/company/harbourview", "https://threads.net/@harbourviewep" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315050", "city_as_filed": "NEWARK", "url": "https://advisorcensus.com/firm/harbourview-equity-partners-llc-newark-nj-315050", "display_name": "Harbourview Equity Partners, LLC", "summary": "Harbourview Equity Partners, LLC is an SEC-registered investment advisory firm in Newark, NJ, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Harbourview Equity Partners, LLC (CRD 315050): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Harbourview Equity Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Harbourview Equity Partners, LLC reports these compensation arrangements: performance-based fees; other." }, { "q": "Where is Harbourview Equity Partners, LLC located?", "a": "Harbourview Equity Partners, LLC's principal office is in Newark, NJ, according to its Form ADV." }, { "q": "Is Harbourview Equity Partners, LLC registered with the SEC or a state?", "a": "Harbourview Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315050." }, { "q": "How much does Harbourview Equity Partners, LLC manage?", "a": "Harbourview Equity Partners, LLC reports $3,877,995,518 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Harbourview Equity Partners, LLC's assets and staff changed since 2022?", "a": "In the Form ADV data for Harbourview Equity Partners, LLC: Regulatory assets under management: $493,117,816 in the October 2022 data and $3,877,995,518 in the October 2026 data, up 686%. Total employees: 18 in October 2022 and 45 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Harbourview Equity Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7)." }, { "q": "Does Harbourview Equity Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315050" }, { "q": "Does Harbourview Equity Partners, LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"HVEP imposes a minimum of $5 million to invest in the Fund. However, this amount can be waived or reduced at the discretion of HVEP.\"" }, { "q": "What changed in Harbourview Equity Partners, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 36 to 45. Regulatory assets under management went from $2,667,103,903 to $3,877,995,518 (+45%)." } ], "filing_history": [ { "period": "2022-10-01", "regulatory_assets_under_management": 493117816.0, "total_employees": 18, "filing_date": "2022-05-04" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1298486013.0, "total_employees": 22, "filing_date": "2023-05-05" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1450942114.0, "total_employees": 31, "filing_date": "2024-06-05" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2667103903.0, "total_employees": 44, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3877995518.0, "total_employees": 45, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 36 to 45.", "Regulatory assets under management went from $2,667,103,903 to $3,877,995,518 (+45%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 31, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$5,000,000", "account_minimum_may_be_waived": true, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)" ], "quotes": [ "HVEP imposes a minimum of $5 million to invest in the Fund. However, this amount can be waived or reduced at the discretion of HVEP." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 5000000.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "HVEP imposes a minimum of $5 million to invest in the Fund. However, this amount can be waived or reduced at the discretion of HVEP." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/harbourview-equity-partners-llc-newark-nj-315050.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 7, "fewer_than_5": false, "raum": 3877995518.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315050", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }