Harbourvest Partners Review


Trust Score 85%
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Harbourvest Partners, federally registered in 1996, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 116 advisors. Harbourvest Partners manages $50 billion and provides investment advisory services for 22 clients (1:1 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.50% to 2.00% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 22 years

Considerations


  • Firm works with a lesser-known custodian
  • There is only one licensed advisor for every 1 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $50 billion
Average Account AUM $2,291,199,933
Hybrid Advisor No
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.50% to 2.00% of AUM.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:1
Headquarters One Financial Center Boston, MA 02111
SEC Filings Forms and Brochures


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