Harwood Private Equity Llp
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 330340
· SEC file 801-133835
· London
· www.harwoodpe.co.uk
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ADV data as of Jan 19, 2026
- Regulatory AUM
- $52.9M
- Discretionary
- $52.9M
- Clients
- 26
- Avg AUM / client
- $2.0M
- Accounts
- 26
- Employees
- 8
AUM over time
$52.9M
$52.9M
Jun 6, 2025
Jan 19, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 15 | $13.7M | 25.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $6.2M | 11.7% |
| Pension and profit sharing plans | 1 | $631K | 1.19% |
| Corporations and other businesses | 9 | $32.4M | 61.3% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/19/2026 | 933 KB | 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
Custody
Firm reports it does not have 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: Jan 19, 2026.
View current Form ADV (SEC/IAPD) ↗