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Harvest Portfolio Management
Harvest Portfolio Management is a New York-based multi-family office allocating to private credit, real estate, infrastructure, and hedge funds.
Harvest Portfolio Management
Harvest Portfolio Management, LLC is a New York-based RIA that serves multiple families through a multi-family office model. The firm was founded by a team of investment professionals with backgrounds in asset management and wealth advisory. Its wealth origin is not publicly attributed to a single family branch. Harvest allocates capital across a diversified mix of asset classes including private credit, real estate, infrastructure, and hedge funds. The firm uses a combination of separate accounts and pooled investment vehicles to deploy capital alongside external managers. Portfolio positions are not publicly disclosed at the fund level, and no named portfolio companies or co-investors are listed in public filings. Scale and team data are limited. Harvest maintains a single office in New York, New York. No additional offices, professional count, or adjacent philanthropic vehicles have been identified. No dated operational events from the last 24 months have been publicly reported. The firm's structural differentiator is its multi-family office model, which allows multiple families to access institutional-quality alternative investments through a single RIA platform. This structure avoids the compliance and operational overhead of each family maintaining its own standalone office while still providing tailored portfolio management.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
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.
Is Harvest structured as a single family office or does it operate more like a RIA?
Harvest is structured as a registered investment advisor (RIA) that operates as a multi-family office. It serves multiple families rather than a single family, and it is regulated by the SEC as an investment advisor. This structure allows it to offer pooled investment vehicles and separate accounts across asset classes.
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.
What investment stages does Harvest typically target?
Harvest targets later-stage and income-oriented investment strategies. Its focus on private credit, real estate, infrastructure, and hedge funds suggests a preference for yield-generating and capital-preservation strategies rather than venture-stage growth equity.
Which sectors does Harvest explicitly avoid?
Harvest does not publicly disclose any explicit exclusion lists. Based on its stated asset-class focus, it likely avoids early-stage venture capital, direct private equity control investments, and public equities beyond those used in hedge fund strategies. However, no formal sector avoidance is documented.
How is Harvest related to other family offices or wealth management firms?
Harvest Portfolio Management appears to operate independently with no disclosed affiliation with other family offices, wealth management firms, or operating businesses. No parent company, spinout, or related vehicle has been identified in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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