| Name | Title | Ownership | Since |
|---|---|---|---|
| David Eric Friedland | Member | 10-25% | 2008 |
| James Joseph Wright Control | Managing Member | 25-50% | 2008 |
| John Gregory Fattibene Control | Managing Member / Chief Compliance Officer | 25-50% | 2008 |
Harvest Financial Partners, LLC reports $131.9 million in regulatory assets under management on its Form ADV.
Harvest Financial Partners, LLC reports 2 employees.
Harvest Financial Partners, LLC is based in Paoli, PA and has been SEC-registered since 2019.
Harvest Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 159 Lancaster Avenue, Suite Three, Paoli, PA 19301-1782 |
| Phone | 610-240-4740 |
| Fax | 610-240-4743 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $126.3M |
| Non-discretionary | $5.6M |
| Total (RAUM) | $131.9M |