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Building 2HARVEST FUNDS MANAGEMENT, LLC

Map pinMARBLEHEAD, MA
Phone781-639-2750
NotebookSEC #801-77988
Total AUM
$44.3M
Employees
4
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18 SEWALL STREET
MARBLEHEAD
MA 01945
United States
Operating Hours
9:00 A.M - 5:00 P.M.
Monday - Friday
Phone
781-639-2750

ReceiptFinancials

Total AUM
$44.3M
Accounts
2
Discretionary
$32.7M
Accounts
1
Non-Discretionary
$11.6M
Accounts
1

ContactClients

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Pooled Vehicle Clients
1
AUM
$32.7M
Charitable Organization Clients
1
AUM
$11.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR A CHARITABLE FOUNDATION
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REVENUE SHARE AGREEMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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