Harvest Financial Partners, LLC
● SEC registered since 2019CRD 146162SEC# 801-117513Paoli, PA
Reg. AUM
$148.8M
Employees
2
Accounts
383
Location
Paoli, PA
Harvest Financial Partners, LLC assets under management
Harvest Financial Partners, LLC operates as an SEC-registered investment adviser based in Paoli, PA. The firm has been registered since 2019. It reports $148.8 million in regulatory assets under management and employs 2 people.
Harvest Financial Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Eric Friedland | Member | 10-25% | 2008 |
| James Joseph Wright Control | Managing Member | 25-50% | 2008 |
| John Gregory Fattibene Control | Managing Member / Chief Compliance Officer | 25-50% | 2008 |
Frequently asked questions
How much does Harvest Financial Partners, LLC manage?
Harvest Financial Partners, LLC reports $148.8 million in regulatory assets under management on its Form ADV.
How many employees does Harvest Financial Partners, LLC have?
Harvest Financial Partners, LLC reports 2 employees.
Where is Harvest Financial Partners, LLC located?
Harvest Financial Partners, LLC is based in Paoli, PA and has been SEC-registered since 2019.
Does Harvest Financial Partners, LLC disclose fund performance?
Harvest Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 159 Lancaster Avenue, Suite Three, Paoli, PA 19301-1782 |
| Phone | 610-240-4740 |
| Fax | 610-240-4743 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$148.8Mregulatory AUM
Discretionary $146.4MNon-discretionary $2.4M