Harren Equity Partners, LLC is a large advisory firm based in Charlottesville. It manages $398.43 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida and Virginia.
Harren Equity Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harren Equity Partners, LLC is $398.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harren Equity Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Harren Equity Partners is pooled investment vehicles with 5 clients and $398.43 million of assets under management. Among the 8 most similar advisory firms, Harren Equity Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $398.43 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Harren Equity Partners also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $1 to $2,500,000.
The company employs 14 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Harren Equity Partners, LLC performs its advisory services is located at The Gleason Building, Charlottesville, VA 22902 5662, which is also the mailing address of the firm. An additional office of the firm is in Fort Lauderdale, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 434-245-5800 or by fax 434-245-5802. The normal business hours are 9:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at harrenequity.com.