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HARVEST MANAGEMENT, L.L.C.

NEW YORK, NY · CRD 124477 · IAPD ↗ · 917-971-9021

$316.3MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — HARVEST MANAGEMENT, L.L.C. reported RAUM down 51% ($643.5M -> $316.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — HARVEST MANAGEMENT, L.L.C. added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — HARVEST MANAGEMENT, L.L.C. crossed $500M in regulatory AUM ($396.2M -> $643.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
52
April 2024 — HARVEST MANAGEMENT, L.L.C. reported RAUM up 48% ($268.3M -> $396.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.