# Harvey & Company

Harvey & Company is an Asset Manager based in St. Petersburg, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** St. Petersburg, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 1998
- **Assets under management:** $500M - $1B (Altss estimate)
- **Website:** harveyllc.com

## Regulatory record

- **CRD number:** 124896
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124896

## About

HARVEY & COMPANIES, INC. is a state-registered investment adviser in ST. PETERSBURG, FL. The firm manages approximately $12 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Industrial Tech
- Healthcare Services
- Business Services

## People

- R. Scott Harvey — Founder & Managing Director

## Questions

### How does Harvey & Company's independent-sponsor model differ from a traditional private equity fund?

Harvey & Company does not manage a blind-pool fund. It raises equity on a deal-by-deal basis from a network of co-investors, earning carried interest and transaction fees tied to each specific acquisition. This structure avoids the management-fee drag of a traditional fund and gives limited partners the option to opt in or out of individual deals.

### What size and type of companies does Harvey & Company target?

The firm targets control investments in lower-middle-market companies with $5 million to $25 million in EBITDA. It focuses on corporate carve-outs and founder-owned businesses in industrial technology, healthcare services, and business services where ownership transition creates a sourcing advantage.

### Who runs investment decisions at Harvey & Company?

R. Scott Harvey, the firm's founder and managing director, leads the investment team from Newport Beach. The firm operates with a lean partnership structure where senior deal professionals originate, diligence, and manage portfolio companies.

### How does Harvey & Company source its deals?

The firm built its origination capability around corporate carve-outs and founder transitions, maintaining relationships with corporate development teams at larger industrial companies and with intermediaries serving privately held businesses. This proprietary sourcing emphasis is central to its independent-sponsor profile.

## Related profiles

- [OMNI 360 Wealth](https://altss.com/profile/omni-360-wealth-inc)
- [Semaphore Investments](https://altss.com/profile/semaphore-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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