HARBOURVIEW EQUITY PARTNERS, LLC
Latest filing: Mar 31, 2025 (107 days ago)
AUM
$2,667,103,903
84% change vs. 1 year ago
1241% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
44
42% change vs. 1 year ago
144% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEWARK, NJ
110 EDISON PLACE, NEWARK, NJ, UNITED STATES, 7102
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.7 |
| Non-Discretionary | $0.0 |
| Total | $2.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.7 |
| Institutional | $0.0 |
| Total | $2.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| HV GROWTH OPPORTUNITIES GP, LLC | $0.0 | - | |
| HVEP CARRY HOLDCO, LLC | $0.0 | - | |
| AP HV HOLDINGS, L.P. | $0.0 | - | |
| HV ROYALTIES FUND I GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
9 active
| Name | Title |
|---|---|
| SOARES, SHERRESE, CLARKE | MANAGER, CHIEF EXECUTIVE OFFICER, OWNER, OWNER |
| MASON, CHRISTINE, ELIZABETH | CHIEF COMPLIANCE OFFICER |
| AGYILIRAH, MICHAEL, KABENLA | CHIEF FINANCIAL OFFICER |
| PHUNG, PETER, JOHN | CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.7 | $0.0 | 0% | 44 | 0 | 0% |
| 2025-04-21 | $2.7 | $0.0 | 0% | 44 | 0 | 0% |
| 2024-04-02 | $1.5 | $1.2 | 84% | 31 | 13 | 42% |
| 2023-04-04 | $1.3 | $1.4 | 105% | 22 | 22 | 100% |
| 2022-04-01 | $0.2 | $2.5 | 1241% | 18 | 26 | 144% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, NJ-03/28/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV