HARVEST VOLATILITY MANAGEMENT, LLC
Total AUM
$216.6M
Employees
5Clients
62Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
101 MERRITT 7 CORPORATE PARK
3RD FLOOR
NORWALK
CT 06851
United States
3RD FLOOR
NORWALK
CT 06851
United States
Operating Hours
08:30 - 17:00
Monday - Friday
Monday - Friday
Phone
203-307-0600
Financials
Total AUM
$216.6M
Accounts
64Discretionary
$216.6M
Accounts
64Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
61AUM
$195.7M
Corporation or Business Clients
1AUM
$20.9M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REVENUE SHARE WITH ANOTHER INVESTMENT ADVISER
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACTFLGAILLAMAMINCNENHNJNVNYORSCTXVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.