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RIA · CRD 291530State-Registered Investment Adviser

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Hart Financial

HART FINANCIAL, LLC is a state-registered investment adviser in Akron, CO. The firm manages approximately $79 million in regulatory assets. It has 1 employee...

Overview

HART FINANCIAL, LLC is a state-registered investment adviser in Akron, CO. The firm manages approximately $79 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Akron

Corporate office

Greensboro, NC, United States

Principals

John T. Hart

Founder and President

James T. Hart

Vice President

Sector focus

Private EquityReal AssetsDirect Investments

Frequently asked questions

Who runs investment decisions at Hart Financial?

John T. Hart, founder and president, leads investment decisions. He previously served as a managing director at Harvard Management Company, where he oversaw private equity and real assets for the university's endowment. His son, James T. Hart, serves as vice president.

How does Hart Financial source proprietary deal flow?

The firm relies on John T. Hart's network from Harvard Management Company and direct relationships with private equity firms and real asset operators. The firm does not publicly disclose a formal sourcing platform or co-investment club.

What investment stages does Hart Financial typically target?

The firm targets direct investments in private equity and real assets. Specific stage preferences — growth equity, buyout, or early-stage — are not disclosed. The firm's focus is on controlling or influential positions rather than passive fund commitments.

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