Harrison Street Private Wealth

No principal names or titles are publicly available for this firm. Its SEC registration does not list named officers, and the firm has no publicly accessible website or LinkedIn profile. This is highly unusual for a registered investment advisor, making its leadership structure opaque.

Harrison Street Private Wealth is a separate legal entity from Harrison Street Real Estate Capital, which is a large real estate investment manager founded in 2005 and known for its alternative asset strategies. The wealth advisory firm focuses on managing client financials, not direct real estate investing, though the shared name could indicate branding or historical ties. No public documents clarify the relationship.

No. The firm does not publicly disclose its AUM on any available platform, including SEC filings or industry databases. This secrecy is notable for an RIA, as most registered advisors provide at least basic AUM figures in their Form ADV.

Based on its SEC registration, the firm offers wealth management services including financial planning, investment management, and estate planning. It does not market itself in public channels, so the exact scope of its offerings remains unconfirmed.

Evaluation is severely limited without disclosed AUM, principals, or investment strategy. A potential allocator would need to request Form ADV Part 2 directly from the firm or the SEC, or rely on personal referrals. The lack of public data creates a significant due diligence barrier.