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- Custodian
- Broadridge · Merrill Lynch · Morgan Stanley · Prudential · UBS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-12-2019
- Office Locations
- 1
Office Locations
About Pgim Custom Harvest LLC
Pgim Custom Harvest LLC is a Newark-based RIA. The firm has been operating for 7 years. Managing $6.9B in total assets under management, with 9 advisory representatives. They custody assets with Broadridge and Merrill Lynch.
Reported data analysis
What the numbers show
Between December 1, 2025 and July 17, 2026, reported AUM increased 28.4%, from $5.4B to $6.9B.
Across 5 reported observations, AUM increased 194.5% between October 7, 2022 and July 17, 2026, from $2.3B to $6.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 8,702 clients, or 966.9 clients per representative. That equates to $793.2K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
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- Custodian
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- Platform
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The full Pgim Custom Harvest LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CLAUDIA DIGIACOMO
Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
LISA MARIA HANES
CHIEF OPERATING OFFICER
- CRD
- #2972287
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,902,356,918 | $793,192 |
| Non-Discretionary | $0 | -- |
| Total | $6,902,356,918 | $793,192 |
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Separately Managed Accounts
SMA allocation detail is available
Pgim Custom Harvest LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pgim Custom Harvest LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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