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Building 2HARVEST FUND ADVISORS LLC

Map pinWAYNE, PA
Phone610-293-7800
NotebookSEC #801-71791
Total AUM
$8.1B
Employees
14
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WEST LANCASTER AVENUE
SECOND FLOOR
WAYNE
PA 19087
United States
Operating Hours
8:00AM-6:00PM
Monday - Friday
Phone
610-293-7800
Other Offices
1

ReceiptFinancials

Total AUM
$8.1B
Accounts
202
Discretionary
$8.1B
Accounts
202
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
170
AUM
$370M
Investment Company Clients
1
AUM
$120M
Pooled Vehicle Clients
6
AUM
$2.3B
Pension/Profit Sharing Plan Clients
1
AUM
$450M
Charitable Organization Clients
1
AUM
$345M
Government Entity Clients
16
AUM
$2.5B
Investment Advisor Clients
1
AUM
$0
Sovereign Wealth Fund Clients
5
AUM
$2.1B
Corporation or Business Clients
1
AUM
$30M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DENYPATX

HandshakeAffiliates

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Affiliates
Reported 80 business affiliates.
Claimed Affiliates
Reported as an affiliate by 41 other businesses.

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