Harvest Partners, Lp
- Regulatory AUM
- $20.2B
- Discretionary
- $19.5B
- Clients
- 45
- Avg AUM / client
- $450M
- Accounts
- 47
- Employees
- 102
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 45 | $20.2B | 99.8% |
| Insurance companies | Fewer than 5 clients | $32.6M | 0.16% |
Private funds (38)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $20.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Harvest Partners Ix (Parallel), L.P. | Private Equity Fund | Delaware | $3.5B | 115 |
| Harvest Partners Viii, L.P. | Private Equity Fund | Delaware | $2.9B | 85 |
| Harvest Partners Vii, L.P. | Private Equity Fund | Delaware | $2.7B | 110 |
| Harvest Partners Viii (Parallel), L.P. | Private Equity Fund | Delaware | $2.6B | 90 |
| Harvest Partners Ix, L.P. | Private Equity Fund | Delaware | $2.0B | 62 |
| Harvest Partners Vii (Parallel), L.P. | Private Equity Fund | Delaware | $1.1B | 55 |
| Harvest Partners Structured Capital Fund Iii (Parallel), L.P. | Private Equity Fund | Delaware | $900M | 15 |
| Harvest Partners Structured Capital Fund Ii, L.P. | Private Equity Fund | Delaware | $876M | 35 |
| Harvest Partners Structured Capital Fund Iii, L.P. | Private Equity Fund | Delaware | $701M | 29 |
| Pro Spv, L.P. | Private Equity Fund | Delaware | $571M | 45 |
| Sr Cd Fund, Lp master | Private Equity Fund | Canada | $474M | 2 |
| Harvest Vmj Co Investment Fund, L.P. | Private Equity Fund | Delaware | $411M | 2 |
| Harvest Partners Structured Capital Fund, L.P. | Private Equity Fund | Delaware | $362M | 36 |
| Harvest Partners Structured Capital Fund Ii (Parallel), L.P. | Private Equity Fund | Delaware | $310M | 7 |
| Nb Spv, L.P. | Private Equity Fund | Delaware | $300M | 40 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Arenz, Thomas, Walter | Partner | Apr 2006 (20y) | Less than 5% | |
| Deflorio, Michael, Brennan | Partner | Apr 2006 (20y) | Less than 5% | |
| Eisenstein, Stephen, (Nmn) | Partner | Apr 2006 (20y) | Less than 5% | |
| Kleinman, Ira, David | Partner | Apr 2006 (20y) | Less than 5% | |
| Toothman, Jamie, Elizabeth | Chief Compliance Officer / General Counsel / Chief Operating Officer / Partner | Feb 2020 (7y) | Less than 5% | |
| Sciarretta, Louis, (Nmn) | Chief Financial Officer | Dec 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Harvest Management Holdings, L.P. | Limited Partner | Oct 2018 | A | 75% or more |
| Hp Holding, Llc (Fka Istm Associates, Llc) | General Partner | Apr 2006 | A | Less than 5% |
| Harvest Group Holdings, L.P. | Limited Partner | Oct 2018 | B | ≈ 56.25% – 100% via Harvest Management Holdings, L.P. |
| Hp Holding, Llc (Fka Istm Associates, Llc) | General Partner | Oct 2018 | B | GP / trustee / elected manager of Harvest Management Holdings, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Harvest Group Holdings, L.P.: 75% – 100% of Harvest Management Holdings, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (38, $20.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Harvest Partners Ix (Parallel), L.P. | Private Equity Fund | $3.5B | $5.0M | 115 |
| Harvest Partners Viii, L.P. | Private Equity Fund | $2.9B | $5.0M | 85 |
| Harvest Partners Vii, L.P. | Private Equity Fund | $2.7B | $5.0M | 110 |
| Harvest Partners Viii (Parallel), L.P. | Private Equity Fund | $2.6B | $5.0M | 90 |
| Harvest Partners Ix, L.P. | Private Equity Fund | $2.0B | $5.0M | 62 |
| Harvest Partners Vii (Parallel), L.P. | Private Equity Fund | $1.1B | $5.0M | 55 |
| Harvest Partners Structured Capital Fund Iii (Parallel), L.P. | Private Equity Fund | $900M | $5.0M | 15 |
| Harvest Partners Structured Capital Fund Ii, L.P. | Private Equity Fund | $876M | $5.0M | 35 |
| Harvest Partners Structured Capital Fund Iii, L.P. | Private Equity Fund | $701M | $5.0M | 29 |
| Pro Spv, L.P. | Private Equity Fund | $571M | $1 | 45 |
| Sr Cd Fund, Lp | Private Equity Fund | $474M | $0 | 2 |
| Harvest Vmj Co Investment Fund, L.P. | Private Equity Fund | $411M | $0 | 2 |
| Harvest Partners Structured Capital Fund, L.P. | Private Equity Fund | $362M | $5.0M | 36 |
| Harvest Partners Structured Capital Fund Ii (Parallel), L.P. | Private Equity Fund | $310M | $5.0M | 7 |
| Nb Spv, L.P. | Private Equity Fund | $300M | $1 | 40 |
| Harvest Partners Ascend (Parallel), L.P. | Private Equity Fund | $125M | $5.0M | 5 |
| Harvest Partners Vi, L.P. | Private Equity Fund | $101M | $5.0M | 63 |
| Hp Scf Ii Cayman Aiv 1, L.P. | Private Equity Fund | $82.8M | $5.0M | 35 |
| Hp Vi Aiv 7, L.P. | Private Equity Fund | $66.9M | $5.0M | 38 |
| Hp Vi Aiv 5, L.P. | Private Equity Fund | $54.0M | $5.0M | 40 |
| Harvest Partners Ascend, L.P. | Private Equity Fund | $52.7M | $5.0M | 2 |
| Harvest Strategic Associates Vii, L.P. | Private Equity Fund | $52.3M | $100K | 65 |
| Harvest Strategic Associates Viii, L.P. | Private Equity Fund | $43.3M | $100K | 63 |
| Harvest Strategic Associates Ix, L.P. | Private Equity Fund | $33.7M | $100K | 63 |
| Hp Vi Aiv 8, L.P. | Private Equity Fund | $32.4M | $5.0M | 25 |
Top 25 of 38 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 10.9 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $32.6M (0% of AUM) Mar 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗