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HARBOURVIEW EQUITY PARTNERS, LLC

NEWARK, NJ · CRD 315050 · IAPD ↗ · harbourviewequity.com · 973-329-0285

$3.88BRegulatory AUM
45Advisory reps
45Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

54
April 2026 — HARBOURVIEW EQUITY PARTNERS, LLC reported RAUM up 45% ($2.67B -> $3.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2026 — HARBOURVIEW EQUITY PARTNERS, LLC grew from 36 to 45 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — HARBOURVIEW EQUITY PARTNERS, LLC reported RAUM up 84% ($1.45B -> $2.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — HARBOURVIEW EQUITY PARTNERS, LLC grew from 26 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
62
April 2024 — HARBOURVIEW EQUITY PARTNERS, LLC grew from 19 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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