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Harvest Capital Assets, LLC

● SEC registered since 2021CRD 269951SEC# 801-121485
Export (members)
Reg. AUM
$72M
Employees
3
Accounts
305
Location

Harvest Capital Assets, LLC assets under management

Harvest Capital Assets, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $72 million in regulatory assets under management and employs 3 people.

Harvest Capital Assets, LLC owners & executives

2 reported
NameTitleOwnershipSince
Alexander L Skabry ControlManaging MemberOver 75%2010
David Andrew CaldwellChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Harvest Capital Assets, LLC manage?

Harvest Capital Assets, LLC reports $72 million in regulatory assets under management on its Form ADV.

How many employees does Harvest Capital Assets, LLC have?

Harvest Capital Assets, LLC reports 3 employees.

Does Harvest Capital Assets, LLC disclose fund performance?

Harvest Capital Assets, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(716)-597-8372
Fax(888)-316-0052
Office hours8:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$72M▲ 7%
Mar '25 — $67MApr '25 — $67MMay '25 — $67MJun '25 — $67MJul '25 — $67MAug '25 — $67MSep '25 — $67MOct '25 — $67MNov '25 — $67MDec '25 — $67MJan '26 — $67MFeb '26 — $67MMar '26 — $72MApr '26 — $72MMay '26 — $72MJun '26 — $72M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$72Mregulatory AUM
Discretionary $72M