{
  "crd_number": 158494,
  "slug": "harren-equity-partners-llc-charlottesville-va-158494",
  "primary_business_name": "HARREN EQUITY PARTNERS, LLC",
  "legal_name": "HARREN EQUITY PARTNERS, LLC",
  "dbas": [],
  "city": "Charlottesville",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "16820",
  "metro": {
    "cbsa_code": "16820",
    "common_name": "Charlottesville",
    "msa_name": "Charlottesville, VA",
    "path": "/advisors/va/charlottesville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-03-28",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 201386829.0,
  "raum_discretionary": 201386829.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 201386829.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "VA"
  ],
  "websites": [
    "https://harrenequity.com",
    "https://linkedin.com/COMPANY/HARREN-EQUITY-PARTNERS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158494",
  "city_as_filed": "CHARLOTTESVILLE",
  "url": "https://advisorcensus.com/firm/harren-equity-partners-llc-charlottesville-va-158494",
  "display_name": "Harren Equity Partners, LLC",
  "summary": "Harren Equity Partners, LLC is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Harren Equity Partners, LLC (CRD 158494): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Harren Equity Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Harren Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Harren Equity Partners, LLC located?",
      "a": "Harren Equity Partners, LLC's principal office is in Charlottesville, VA, according to its Form ADV."
    },
    {
      "q": "Is Harren Equity Partners, LLC registered with the SEC or a state?",
      "a": "Harren Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158494."
    },
    {
      "q": "How much does Harren Equity Partners, LLC manage?",
      "a": "Harren Equity Partners, LLC reports $201,386,829 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Harren Equity Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Harren Equity Partners, LLC: Regulatory assets under management: $599,734,871 in the October 2021 data and $201,386,829 in the October 2026 data, down 66%. Total employees: 12 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Harren 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) (2)."
    },
    {
      "q": "Does Harren 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/158494"
    },
    {
      "q": "What changed in Harren Equity Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $349,386,931 to $201,386,829 (-42%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 599734871.0,
      "total_employees": 12,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 495561264.0,
      "total_employees": 10,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 764858271.0,
      "total_employees": 9,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 799084794.0,
      "total_employees": 9,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 453885393.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 201386829.0,
      "total_employees": 5,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $349,386,931 to $201,386,829 (-42%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.A(2)).",
        "Employees performing advisory functions went from 5 to 4.",
        "Regulatory assets under management went from $453,885,393 to $349,386,931 (-23%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/harren-equity-partners-llc-charlottesville-va-158494.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 201386829.0
    }
  ],
  "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/158494",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}