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HARREN EQUITY PARTNERS, LLC

CHARLOTTESVILLE, VA · CRD 158494 · IAPD ↗ · harrenequity.com · 434-245-5800

$201.4MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — HARREN EQUITY PARTNERS, LLC reported RAUM down 42% ($349.4M -> $201.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2025 — HARREN EQUITY PARTNERS, LLC reported RAUM down 43% ($799.1M -> $453.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2025 — HARREN EQUITY PARTNERS, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
June 2024 — HARREN EQUITY PARTNERS, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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