{ "crd_number": 133026, "slug": "harvest-capital-partners-llc-boston-ma-133026", "primary_business_name": "HARVEST CAPITAL PARTNERS LLC", "legal_name": "HARVEST CAPITAL PARTNERS LLC", "dbas": [], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2004-10-07", "years_registered": 21, "period": "2026-10-01", "filing_date": "2026-02-24", "carried_forward": false, "raum_total": null, "raum_discretionary": null, "raum_non_discretionary": null, "raum_band": "not_reported", "raum_band_label": "Not reported", "total_employees": 2, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "pension_profit_sharing": { "raum": null, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "hourly" ], "advisory_activities": [ "pension_consulting", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA" ], "websites": [ "https://harvestcp.com", "https://linkedin.com/in/erin-o-boyle-60447b51" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133026", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/harvest-capital-partners-llc-boston-ma-133026", "display_name": "Harvest Capital Partners LLC", "summary": "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.", "citation": "AdvisorCensus. Harvest Capital Partners LLC (CRD 133026): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Harvest Capital Partners LLC compensated?", "a": "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)." }, { "q": "Where is Harvest Capital Partners LLC located?", "a": "Harvest Capital Partners LLC's principal office is in Boston, MA, according to its Form ADV." }, { "q": "Is Harvest Capital Partners LLC registered with the SEC or a state?", "a": "Harvest Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 133026." }, { "q": "How have Harvest Capital Partners LLC's assets and staff changed since 2021?", "a": "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." }, { "q": "Does Harvest Capital 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/133026" }, { "q": "Does Harvest Capital Partners LLC state an account minimum?", "a": "Its Form ADV Part 2A brochure dated February 24, 2026 says: \"Harvest does not have a minimum account size for its clients.\"" } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": 2, "filing_date": "2021-01-19" }, { "period": "2022-10-01", "regulatory_assets_under_management": null, "total_employees": 2, "filing_date": "2022-01-18" }, { "period": "2023-10-01", "regulatory_assets_under_management": null, "total_employees": 2, "filing_date": "2023-03-01" }, { "period": "2024-10-01", "regulatory_assets_under_management": null, "total_employees": 2, "filing_date": "2024-02-06" }, { "period": "2025-10-01", "regulatory_assets_under_management": null, "total_employees": 2, "filing_date": "2025-02-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": null, "total_employees": 2, "filing_date": "2026-02-24" } ], "recent_changes": [], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated February 24, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "Harvest does not have a minimum account size for its clients." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": 0.0, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Harvest does not have a minimum account size for its clients." ], "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/harvest-capital-partners-llc-boston-ma-133026.md", "clients": [ { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": true, "raum": null } ], "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/133026", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }