The HARVEY PARTNERS, LLC is a privately held investment adviser that advises $1.23Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. HARVEY PARTNERS, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 651.08% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 120 WHITE PLAINS ROAD, GREENBURGH, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.23Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $1.07Bn or 87.48% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $143.26mn or 11.68% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
HARVEY PARTNERS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.