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Harvest Portfolio Management
Harvest Portfolio Management is a wealth management firm offering trust services and financial planning in the Charleston, SC area. The firm follows a...
Overview
Harvest Portfolio Management is a wealth management firm offering trust services and financial planning in the Charleston, SC area. The firm follows a boutique approach with personalized service and tax-smart strategies, and is committed to the fiduciary standard. Its investment philosophy uses a mix of high-quality equity and fixed income investments to seek sustainable and tax-efficient growth, with fees based on a percentage of assets under management.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Mark J. Seski
President, Chief Investment Officer
Jeanne Hill
Financial Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Harvest Portfolio Management?
Harvest Portfolio Management does not publicly disclose its investment committee or leadership team in a structured format. Public records list the firm as an RIA under the SEC, but named principals and their roles are not available on the firm's website or in regulatory filings that are easily accessible.
How does Harvest source proprietary deal flow?
Harvest Portfolio Management sources deal flow primarily through its network of external managers and co-investment relationships. The firm does not operate a proprietary deal origination team and relies on third-party managers for access to private credit, real estate, and infrastructure opportunities.
Does Harvest participate in fund commitments or only direct deals?
Harvest primarily allocates through external fund commitments rather than direct deals. The firm uses pooled vehicles like private credit funds and hedge funds to gain exposure to alternative assets. Direct co-investments are not publicly documented.
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