← Back to searchVisit website
HARVEY PARTNERS, LLC
CRD 160681 · SEC 801-73395
120 WHITE PLAINS ROAD, TARRYTOWN, NY, 10591, United States
Phone
212-782-3740
Fax
212-782-3744
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $10.3M |
| Pooled investment vehicles | 2 | $143.3M |
| Pension/profit sharing plans | 6 | $1.07B |
All web addresses on file
Official SEC filing: View on IAPD