Harvest Capital Strategies LLC is a large advisory firm based in San Francisco. It manages $498.98 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and Texas.
Harvest Capital Strategies provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harvest Capital Strategies LLC is $498.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and $99.51 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Harvest Capital Strategies LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Craig Randall Johnson is pooled investment vehicles with 10 clients and $427.02 million of assets under management. Among the 6 most similar advisory firms, Harvest Capital Strategies has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $498.98 million for 12 clients. 25% of the firm’s clients are foreign persons or businesses.
Harvest Capital Strategies also advises several private funds. Namely, three hedge funds, one real estate fund, and five private equity funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $5,000,000.
The company employs 15 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Craig Randall Johnson has been acting as President since 1 Jan 2011. Walter Ivor Conroy joined the executive team most recently as the Chief Legal Officer.
The principal office where Harvest Capital Strategies LLC performs its advisory services is located at 600 Montgomery Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (415) 835-3900 or by fax (415) 263-1336. The normal business hours are 6:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at harvestcaps.com.