# Harvest Fund Advisors LLC

> Harvest Fund Advisors LLC is an SEC-registered investment advisory firm in Wayne, PA, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 154425
- Filed as: HARVEST FUND ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wayne, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154425
- AdvisorCensus page: https://advisorcensus.com/firm/harvest-fund-advisors-llc-wayne-pa-154425

## Quick answers

**How is Harvest Fund Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Harvest Fund Advisors 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.

**Where is Harvest Fund Advisors LLC located?**
Harvest Fund Advisors LLC's principal office is in Wayne, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Harvest Fund Advisors LLC registered with the SEC or a state?**
Harvest Fund Advisors LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154425.

**How much does Harvest Fund Advisors LLC manage?**
Harvest Fund Advisors LLC reports $8,125,000,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Harvest Fund Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Harvest Fund Advisors LLC: Regulatory assets under management: $6,417,000,000 in the October 2021 data and $8,125,000,000 in the October 2026 data, up 27%. Total employees: 18 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Harvest Fund Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (170); state or municipal government entities (including government pension plans) (16); pooled investment vehicles (other than investment companies and business development companies) (6).

**Which custodians does Harvest Fund Advisors LLC use?**
Harvest Fund Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, JP Morgan Chase & Co, Northern Trust Corporation and State Street as custodians holding 10% or more of its separately managed account assets.

**Does Harvest Fund Advisors 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/154425

**What changed in Harvest Fund Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon
- JP Morgan Chase & Co
- Northern Trust Corporation
- State Street

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $8,125,000,000
- Discretionary: $8,125,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 170 | $370,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $120,000,000 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $2,280,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $450,000,000 |
| Charitable organizations | Fewer than 5 | $345,000,000 |
| State or municipal government entities (including government pension plans) | 16 | $2,470,000,000 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 5 | $2,060,000,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $30,000,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 14 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [apple.co/31Pe1Gg](https://apple.co/31Pe1Gg)
- [blackstone.com](https://blackstone.com)
- [blackstone.podbean.com](https://blackstone.podbean.com)
- [mp.weixin.qq.com/s/FtddoP2F9zDZ1QFBgOQAAA](https://mp.weixin.qq.com/s/FtddoP2F9zDZ1QFBgOQAAA)
- [open.spotify.com/artist/52Eom8vQxM8Lk75ZZlf2hJ](https://open.spotify.com/artist/52Eom8vQxM8Lk75ZZlf2hJ)
- [pandora.com/artist/blackstone/ARvlPz9Plblrlmg](https://pandora.com/artist/blackstone/ARvlPz9Plblrlmg)
- [soundcloud.com/blackstone-300250613](https://soundcloud.com/blackstone-300250613)
- [spoti.fi/2LJ1tHG](https://spoti.fi/2LJ1tHG)
- Facebook @blackstone
- Instagram @blackstone
- LinkedIn @blackstonegroup
- X @blackstone
- YouTube @blackstonegroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $6,417,000,000 | 18 | March 31, 2021 |
| October 2022 | $7,472,000,000 | 15 | March 31, 2022 |
| October 2023 | $6,201,000,000 | 15 | March 31, 2023 |
| October 2024 | $6,281,000,000 | 13 | March 28, 2024 |
| October 2025 | $8,073,000,000 | 15 | March 28, 2025 |
| October 2026 | $8,125,000,000 | 14 | March 30, 2026 |

Regulatory assets under management: $6,417,000,000 in the October 2021 data and $8,125,000,000 in the October 2026 data, up 27%.
Total employees: 18 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.

### January 2026
- No longer registered or notice-filed in CA, FL, IL, LA, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Harvest Fund Advisors LLC (CRD 154425): Form ADV filing data as of October 2026.