Harbourvest Partners, Llc
SEC-registered
Private Fund Manager · Mega ($100B+)
CRD 109846
· SEC file 801-53287
· Boston, MA
· X.COM
☆ Save with Pro
ADV data as of Jul 16, 2026
- Regulatory AUM
- $191B
- Discretionary
- $159B
- Clients
- 316
- Avg AUM / client
- $605M
- Accounts
- 314
- Employees
- 1,204
AUM over time
$32.3B
$191B
Mar 2012
Mar 2026
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 314 | $191B | 99.7% |
| Pension and profit sharing plans | 2 | $609M | 0.32% |
Private funds (274)
View all →Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $144B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dover Street X L.P. master | Private Equity Fund | Delaware | $9.8B | 466 |
| Dover Street Xi L.P. master | Private Equity Fund | Delaware | $8.9B | 65 |
| Hvst Tope Llc | Private Equity Fund | Delaware | $6.2B | 3 |
| Harbourvest Partners Co Investment Fund Vi L.P. master | Private Equity Fund | Delaware | $4.3B | 168 |
| Dover Street Ix L.P. master | Private Equity Fund | Delaware | $4.2B | 342 |
| Harbourvest Partners Co Investment Fund V L.P. master | Private Equity Fund | Delaware | $4.0B | 176 |
| Great Lakes Fund L.P. | Private Equity Fund | Cayman Islands | $2.1B | 1 |
| Hipep Ix Fund L.P. master | Private Equity Fund | Cayman Islands | $1.7B | 20 |
| Dover Street X Aif Scsp | Private Equity Fund | Luxembourg | $1.7B | 66 |
| Harbourvest Summit Hill Fund L.P. | Private Equity Fund | Delaware | $1.6B | 2 |
| Dover Street Xi Aif Scsp | Private Equity Fund | Luxembourg | $1.6B | 13 |
| Harbourvest 2021 Global Fund L.P. master | Private Equity Fund | Delaware | $1.6B | 151 |
| Secondary Overflow Fund V L.P. | Private Equity Fund | Cayman Islands | $1.5B | 4 |
| Red Oak Investments Ii Llc | Private Equity Fund | Virginia | $1.5B | 1 |
| Harbourvest 2019 Global Fund L.P. master | Private Equity Fund | Delaware | $1.5B | 128 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Equity League Pension Trust Fund Board Of Trustees Of The Equity League Pension Trust Fund | 2024 | |
| Building Trades United Pension Trust Fund Milwaukee And Vicinity Building Trades United Pension Trust Fund | 2024 | |
| N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund Bd Of Trustees N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund | 2024 | |
| Heat & Frost Insulators Local No. 33 Pension Plan Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund | 2024 | |
| Heat & Frost Insulators And Allied Workers Local 6 Pension Fund Bd Of Trustees Heat & Frost Insulators And Allied Workers Local 6 Pen | 2024 | |
| Iron Workers District Council Of New England Pension Fund Board Of Trustees Iron Workers | 2024 | |
| International Brotherhood Of Electrical Workers Local Union 98 Pension Plan Board Of Trustees International Brotherh Electrical Workers Pension Pl | 2024 | |
| Edison Pension Plan Board Of Trustees, Edison Pension Trust | Portland, OR | 2024 |
| New York Hotel Trades Council And Hotel Association Of New York City, Inc. Pension Fund Board Of Trustees | 2024 | |
| Laborers District Council Pension And Disability Trust Fund No. 2 Laborers District Council Pension And Disability Trust Fund No. 2 | Columbia, MD | 2024 |
People (16)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Morris, John, Gerd | Managing Director | Oct 2002 (24y) | 5% – 10% | |
| Stento, Gregory, Vincent | Managing Director | Oct 2002 (24y) | 5% – 10% | |
| Toomey, John, Michael | Managing Director | Sep 2008 (18y) | 5% – 10% | |
| Gordon, Brett, Alan | Managing Director | Oct 2008 (18y) | 5% – 10% | |
| Rogers, Alex, Arthur | Managing Director | Oct 2008 (18y) | 5% – 10% | |
| Traer, Mary, Christine | Managing Director & Chief Administrative Officer | Oct 2009 (17y) | Less than 5% | |
| Keay, Jeffrey, Richard | Managing Director | Apr 2011 (15y) | Less than 5% | |
| Atterbury, David, Ashley | Managing Director | Jan 2012 (15y) | Less than 5% | |
| Du Roy De Blicquy, Corentin | Managing Director | Nov 2014 (12y) | Less than 5% | |
| Thakore, Hemal, (Nmn) | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Mackechnie, Tricia, Mary | Managing Director & Chief Technology Officer | Nov 2016 (10y) | Less than 5% | |
| Drake, Paula, Nicole | Managing Director & General Counsel | Apr 2017 (9y) | Less than 5% | |
| Wadsworth, Robert, Manning | Senior Advisor | Jan 2019 (8y) | Less than 5% | |
| Macgoey, Robert, Aidan | Chief Financial Officer Management Company | Jul 2020 (6y) | Less than 5% | |
| Harris, Mitchell, Evan | Senior Advisor | Sep 2021 (5y) | Less than 5% | |
| Freedman, Adam, James | Managing Director & Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Undisclosed: 0% – 75% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (274, $144B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dover Street X L.P. | Private Equity Fund | $9.8B | $10.0K | 466 |
| Dover Street Xi L.P. | Private Equity Fund | $8.9B | $250K | 65 |
| Hvst Tope Llc | Private Equity Fund | $6.2B | $1.6M | 3 |
| Harbourvest Partners Co Investment Fund Vi L.P. | Private Equity Fund | $4.3B | $10.0K | 168 |
| Dover Street Ix L.P. | Private Equity Fund | $4.2B | $100K | 342 |
| Harbourvest Partners Co Investment Fund V L.P. | Private Equity Fund | $4.0B | $15.1K | 176 |
| Great Lakes Fund L.P. | Private Equity Fund | $2.1B | $3.0M | 1 |
| Hipep Ix Fund L.P. | Private Equity Fund | $1.7B | $5.0M | 20 |
| Dover Street X Aif Scsp | Private Equity Fund | $1.7B | $400K | 66 |
| Harbourvest Summit Hill Fund L.P. | Private Equity Fund | $1.6B | $1.0M | 2 |
| Dover Street Xi Aif Scsp | Private Equity Fund | $1.6B | $1.0M | 13 |
| Harbourvest 2021 Global Fund L.P. | Private Equity Fund | $1.6B | $50.0K | 151 |
| Secondary Overflow Fund V L.P. | Private Equity Fund | $1.5B | $7.5M | 4 |
| Red Oak Investments Ii Llc | Private Equity Fund | $1.5B | $1.3B | 1 |
| Harbourvest 2019 Global Fund L.P. | Private Equity Fund | $1.5B | $50.0K | 128 |
| Chv Investments Fund L.P. (Pool 1) | Private Equity Fund | $1.5B | $3.6M | 2 |
| Harbourvest Partners Co Investment Fund Iv L.P. | Private Equity Fund | $1.5B | $18.0K | 129 |
| Harbourvest Partners Xii Buyout Fund L.P. | Private Equity Fund | $1.5B | $100K | 18 |
| Harbourvest Partners Xi Buyout Fund L.P. | Private Equity Fund | $1.5B | $1.0M | 22 |
| Harbourvest Direct Lending Fund (L) L.P. | Other Private Fund | $1.5B | $400K | 4 |
| Harbourvest Partners Ix Venture Fund L.P. | Private Equity Fund | $1.4B | $600K | 70 |
| Harbourvest Ap7 Pe Investment L.P. | Private Equity Fund | $1.4B | $5.8M | 2 |
| Harbourvest Cerpi Mexico Cib/3261 | Private Equity Fund | $1.4B | $1.6B | 1 |
| Harbourvest New Street Fund L.P. | Private Equity Fund | $1.4B | $100K | 2 |
| Harbourvest 2020 Global Fund L.P. | Private Equity Fund | $1.3B | $25.0K | 123 |
Top 25 of 274 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Equity League Pension Trust Fund | Board Of Trustees Of The Equity League Pension Trust Fund | 22,180 | $2.4B | 06/01/2024 |
| Building Trades United Pension Trust Fund Milwaukee And Vicinity | Building Trades United Pension Trust Fund | 9,922 | $3.5B | 06/01/2024 |
| N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund | Bd Of Trustees N.E.C.A. I.B.E.W. Local Union No. 35 Pension Fund | 408 | $84.8M | 05/01/2024 |
| Heat & Frost Insulators Local No. 33 Pension Plan | Board Of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund | 129 | $36.3M | 01/01/2024 |
| Heat & Frost Insulators And Allied Workers Local 6 Pension Fund | Bd Of Trustees Heat & Frost Insulators And Allied Workers Local 6 Pen | 597 | $166M | 01/01/2024 |
| Iron Workers District Council Of New England Pension Fund | Board Of Trustees Iron Workers | 2,142 | $683M | 01/01/2024 |
| International Brotherhood Of Electrical Workers Local Union 98 Pension Plan | Board Of Trustees International Brotherh Electrical Workers Pension Pl | 2,508 | $624M | 01/01/2024 |
| Edison Pension Plan | Board Of Trustees, Edison Pension Trust | 4,749 | $1.0B | 01/01/2024 |
| New York Hotel Trades Council And Hotel Association Of New York City, Inc. Pension Fund | Board Of Trustees | 27,574 | $2.6B | 01/01/2024 |
| Laborers District Council Pension And Disability Trust Fund No. 2 | Laborers District Council Pension And Disability Trust Fund No. 2 | 1,975 | $146M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 72.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $124M (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗