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HARVEST CAPITAL ASSETS, LLC
CRD 269951 · SEC 801-121485
NY, United States
Phone
(716)-597-8372
Fax
(888)-316-0052
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$72.0M
Discretionary AUM
$72.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; SUB ADVISORY
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $26.7M |
| High net worth individuals | 9 | $45.0M |
| Pension/profit sharing plans | 1 | $300K |
States served
NY, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD