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| Harvest Financial Partners LLC
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|---|---|
| CRD # | 146162 |
| SEC # | 801-117513 |
| CIK # | 0001571083, 0001587675 |
| AUM | 148.8 M (2026-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-240-4740 |
| Address | 159 Lancaster Avenue Paoli, PA 19301-1782 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 30.1 |
| (b) Individuals (high net worth individuals) | 49 | 109.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 0 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 5.4 |
| Total | 383 | 148.8 |
| By Discretionary | ||
| Discretionary | 380 | 146.4 |
| Non-Discretionary | 3 | 2.4 |
| Total | 383 | 148.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 148.3 | |
| Total | 383 | 148.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001571083] | |
| 3 | [0001587675] | |
| 4 | [0001587675] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 12 (1 non-US) |
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Green Bancorp Inc GNBC
Common Stock, par value $0.01 per share
|
2018-05-29 | Sell | 1,000,000 | $22.55 | 22,550,000 |
|
Green Bancorp Inc GNBC
Common Stock, par value $0.01 per share
|
2018-02-05 | Sell | 1,000,000 | $23.25 | 23,250,000 |
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