AdvisorCensus / Financial advisors / Massachusetts / Boston / Harvest Capital Partners LLC
Harvest Capital Partners LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated February 24, 2026.
Quick answers
From the filingHow is Harvest Capital Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Harvest Capital Partners LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is Harvest Capital Partners LLC located?
Harvest Capital Partners LLC's principal office is in Boston, MA, according to its Form ADV.
Is Harvest Capital Partners LLC registered with the SEC or a state?
Harvest Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 133026.
How have Harvest Capital Partners LLC's assets and staff changed since 2021?
In the Form ADV data for Harvest Capital Partners LLC: Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Harvest Capital Partners LLC report any disciplinary disclosures?
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/133026
Does Harvest Capital Partners LLC state an account minimum?
Its Form ADV Part 2A brochure dated February 24, 2026 says: "Harvest does not have a minimum account size for its clients."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Harvest does not have a minimum account size for its clients.
As stated in the firm's Form ADV Part 2A brochure dated February 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2004 (21 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 2 | February 24, 2026 |
| October 2025 | Not reported | 2 | February 28, 2025 |
| October 2024 | Not reported | 2 | February 6, 2024 |
| October 2023 | Not reported | 2 | March 1, 2023 |
| October 2022 | Not reported | 2 | January 18, 2022 |
| October 2021 | Not reported | 2 | January 19, 2021 |
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Harvest Capital Partners LLC (CRD 133026): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/harvest-capital-partners-llc-boston-ma-133026