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| Harvest Partners LP
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| CRD # | 158284 |
| SEC # | 801-74136 |
| CIK # | 0001571083, 0001587675 |
| AUM | 20.25 B (2026-03-30) |
| Employees | 102 (64% Investors, 0% Brokers) |
| Phone | 212-599-6300 |
| Address | 280 Park Avenue New York, NY 10017-1263 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Harvest Partners Structured Capital Fund IV LP | [2026-03-30] | 88.5 M | 88.5 M |
| Filed 2026-03-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Commission $4,500,000 · Revenue Decline to Disclose | ||||
| PE | Harvest Partners Structured Capital Fund IV Parallel LP | [2026-03-30] | 150.0 M | 150.0 M |
| Filed 2026-03-27 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Commission $4,500,000 · Revenue Decline to Disclose | ||||
| PE | Harvest SCF IV Bucky Co Invest LP | 2026-03-30 | 75.1 M | |
| PE | Harvest Strategic Associates IX LP | [2024-03-29] | 37.7 M | |
| Filed 2023-09-25 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1 · Remaining Indefinite · Duration One year or less · Commission $10,000,000 · Revenue Decline to Disclose | ||||
| PE | Harvest Partners Ascend LP | [2023-03-30] | 52.5 M | 23.5 M |
| Filed 2024-10-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Commission $1,000,000 · Revenue Decline to Disclose | ||||
| PE | Harvest Partners Ascend Parallel LP | [2023-03-30] | 95.0 M | 42.4 M |
| Filed 2024-10-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Commission $1,000,000 · Revenue Decline to Disclose | ||||
| PE | SR CD Fund LP | [2023-03-30] | 678.9 M | |
| Filed 2022-05-19 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Harvest Partners IX LP | [2022-03-31] | 1,860.6 M | 2,338.5 M |
| Filed 2023-09-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Commission $10,000,000 · Revenue Decline to Disclose | ||||
| PE | Harvest Partners IX Parallel LP | [2022-03-31] | 2,999.0 M | 4,139.9 M |
| Filed 2023-09-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Commission $10,000,000 · Revenue Decline to Disclose | ||||
| PE | Harvest Strategic Associates Structured Capital Fund III LP | [2022-03-31] | 33.0 M | |
| Filed 2021-06-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1 · Remaining Indefinite · Duration More than one year · Commission $5,550,000 · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 45 | 20.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| Total | 47 | 20.2 |
| By Discretionary | ||
| Discretionary | 39 | 19.5 |
| Non-Discretionary | 8 | 0.7 |
| Total | 47 | 20.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 19.6 | |
| Total | 47 | 20.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mark Smith | Executive Officer | 206 | 4 | |
| Ira Kleinman | Executive Officer | 35 | 4 | |
| Stephen Carlson | Executive Officer | 28 | 3 | |
| Sean Murphy | Executive Officer | 24 | 3 | |
| Justin Lipton | Executive Officer | 6 | 3 | |
| Bobby Kelly | Executive Officer | 5 | 3 | |
| Michael Deflorio | Executive Officer | 28 | 2 | |
| John Wilkins Jr | Executive Officer | 22 | 2 | |
| Thomas Arenz | Executive Officer | 21 | 2 | |
| Stephen Eisenstein | Executive Officer | 21 | 2 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001571083] | |
| 3 | [0001587675] | |
| 4 | [0001587675] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.1B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
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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