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HARBOURVEST REGISTERED ADVISERS

BOSTON, MA · CRD 332106 · IAPD ↗ · 617-348-3707

$538.7MRegulatory AUM
296Advisory reps
1204Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

64
April 2026 — HARBOURVEST REGISTERED ADVISERS grew from 290 to 296 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
December 2024 — HARBOURVEST REGISTERED ADVISERS (BOSTON, MA) is newly SEC-registered with $0 RAUM and 293 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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