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HARVEY PARTNERS, LLC

TARRYTOWN, NY · CRD 160681 · IAPD ↗ · harveypartners.com · 212-782-3740

$1.23BRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — HARVEY PARTNERS, LLC crossed $1B in regulatory AUM ($978.7M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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