Harvey Capital Management Inc
● SEC registered since 1996CRD 106224SEC# 801-52027Palm Beach, FL
Reg. AUM
$579.4M
Employees
5
Accounts
172
Location
Palm Beach, FL
Harvey Capital Management Inc assets under management
Harvey Capital Management Inc is an SEC-registered investment adviser based in Palm Beach, FL. The firm has been registered since 1996. It reports $579.4 million in regulatory assets under management and employs 5 people.
Harvey Capital Management Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Trindade Harvey Control | President And Ceo | 25-50% | 2016 |
| Robert Dale Harvey Control | Chairman | 25-50% | 2016 |
| Sophia Harvey Burnichon Control | Executive Vice President/Cco | 25-50% | 2011 |
Frequently asked questions
How much does Harvey Capital Management Inc manage?
Harvey Capital Management Inc reports $579.4 million in regulatory assets under management on its Form ADV.
How many employees does Harvey Capital Management Inc have?
Harvey Capital Management Inc reports 5 employees.
Where is Harvey Capital Management Inc located?
Harvey Capital Management Inc is based in Palm Beach, FL and has been SEC-registered since 1996.
Does Harvey Capital Management Inc disclose fund performance?
Harvey Capital Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Royal Palm Way, Suite 400, Palm Beach, FL 33480-4117 |
| Phone | 561-804-9181 |
| Fax | 561-804-9107 |
| Office hours | 9:00 a.m. To 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$579.4M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$579.4Mregulatory AUM
Discretionary $579.4M