Sign in Sign up for free

Habourvest Partners, LLC (Boston)


Habourvest Partners, LLC is a large advisory firm based in Boston. It manages $5.33 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001.

Logo

Habourvest Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Habourvest Partners: assets under management

The assets under management (AUM) of Habourvest Partners, LLC is $5.33 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $5.33 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $152.36 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Habourvest Partners, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Habourvest Partners, LLC performs its advisory services is located at One Financial Center, 44 Th Floor, Boston, MA 02111, 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 617-348-3707 or by fax 617-350-0305. The normal business hours are 8:15 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at www.harbourvest.com.


Registered investment advisers similar to Habourvest Partners, LLC