Harren Equity Partners, Llc
- Regulatory AUM
- $201M
- Discretionary
- $201M
- Clients
- 2
- Avg AUM / client
- $101M
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $201M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $656M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Harren Investors Iii, L.P. | Private Equity Fund | Delaware | $588M | 44 |
| Harren Investors Iv, L.P. | Private Equity Fund | Delaware | $31.7M | 18 |
| Harren Iii Coinvest, Llc | Private Equity Fund | Delaware | $30.5M | 28 |
| Harren Investors Ii, L.P. | Private Equity Fund | Delaware | $3.6M | 43 |
| Harren Investors Ii B, L.P. | Private Equity Fund | Delaware | $1.4M | 6 |
| Harren Iv Coinvest, Llc | Private Equity Fund | Delaware | $633K | 9 |
| Harren Ii Coinvest, Llc | Private Equity Fund | Delaware | $219K | 28 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carver, Thomas, A | Managing Partner | Sep 2000 (26y) | 50% – 75% | |
| Monahan, Lee, J | Partner/Chief Compliance Officer | Jul 2002 (24y) | 25% – 50% |
Undisclosed: 0% – 25% 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 (7, $656M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Harren Investors Iii, L.P. | Private Equity Fund | $588M | $2.5M | 44 |
| Harren Investors Iv, L.P. | Private Equity Fund | $31.7M | $0 | 18 |
| Harren Iii Coinvest, Llc | Private Equity Fund | $30.5M | $1 | 28 |
| Harren Investors Ii, L.P. | Private Equity Fund | $3.6M | $2.5M | 43 |
| Harren Investors Ii B, L.P. | Private Equity Fund | $1.4M | $2.5M | 6 |
| Harren Iv Coinvest, Llc | Private Equity Fund | $633K | $1 | 9 |
| Harren Ii Coinvest, Llc | Private Equity Fund | $219K | $1 | 28 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.32 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Event Detail: ASSAULT & BATTERY - CLASS 1 MISDEMEANOR - -RELEASED ON RECOGNIZANCE STRANGULATION - CLASS 6 FELONY -RELEASED ON RECOGNIZANCE Status: Final Disposition: ASSAULT & BATTERY - CLASS 1 MISDEMEANOR - -(A) CONVICTED (ALFORD PLEA) - (B) 8/12/2024, (C/D) 360 DAY SENTENCE WITH JAIL TIME SUSPENDED, (E) 8/12/2024; (F) $5,429.15 RESTITUTION, (G) 8/12/2024 STRANGULATION - CLASS 6 FELONY -(A) NOLLE PROSSED (ABANDONED/DISMISSED), (B) 8/12/2024 Summary: THE CHARGES ARE A RESULT OF A DISPUTE BETWEEN CARVER AND A FRIEND ON THE EVENING OF 2/21/24.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗