Harvey Investment Company, LLC
● SEC registered since 2000CRD 110482SEC# 801-58031Louisville, KY
Reg. AUM
$1.03B
Employees
4
Accounts
264
Location
Louisville, KY
Harvey Investment Company, LLC assets under management
Harvey Investment Company, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2000. It reports $1 billion in regulatory assets under management and employs 4 people.
Harvey Investment Company, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Castleman Corporation Control | Owner | 10-25% | 2001 |
| Daniel Jeremy Berg Control | Secretary & Treasurer | Under 5% | 2019 |
| Gracie Corp. | Owner | Under 5% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Harvey Investment Company, LLC manage?
Harvey Investment Company, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Harvey Investment Company, LLC have?
Harvey Investment Company, LLC reports 4 employees.
Where is Harvey Investment Company, LLC located?
Harvey Investment Company, LLC is based in Louisville, KY and has been SEC-registered since 2000.
Does Harvey Investment Company, LLC disclose fund performance?
Harvey Investment Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 297 North Hubbards Lane, Suite 102, Louisville, KY 40207 |
| Phone | 502-339-8270 |
| Fax | 502-339-9617 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.03B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $1.03B