H
CRD: 172106
Harvest Capital Management, LLC
Quincy, MA, 02169
6174135884
$20.4M Total AUM
$20.4M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2014
- Office Locations
- 1
Office Locations
1212 Hancock Street Suite 120 C Quincy MA
About Harvest Capital Management, LLC
Harvest Capital Management, LLC is a Quincy-based RIA. The firm has been operating for 12 years. Managing $20.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Financial Planning, Investment Planning.
Team overview
57 AVG AGE
$20.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Ember Harbor crest Vital
Client Personas
Legacy
Investment Themes
Harbor vector Foundation
Investment Vehicles
Fusion
Services
Optima capital Signal pioneer Unison eagle
Owner & Executives
J
JOHN JOSEPH FOLEY
Chief Compliance Officer, Managing Member, Owner, PRINCIPAL
- CRD
- #1882497
- Ownership
- 75% or more
(245) 848-4502
radial.zenith@glaciercapital.com
in linkedin.com/in/value-catalyst
W
WENDY BARRY FOLEY
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
(762) 925-6914
peak.glacier@eaglecapital.com
in linkedin.com/in/unison-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,441,712 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,441,712 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,441,712
Equity - Exchange:
19.7% Cash:
45.7% Public Funds:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $107,346,656 | 19.7% |
| Cash | $249,022,445 | 45.7% |
| Public Funds | $188,537,780 | 34.6% |
| Total | $544,906,881 | 100.0% |