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Harvest Investment Advisors, LLC

● SEC registered since 2021CRD 136693SEC# 801-121340
Export (members)
Reg. AUM
$162.5M
Employees
2
Accounts
276
Location

Harvest Investment Advisors, LLC assets under management

Harvest Investment Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2021. It reports $162.5 million in regulatory assets under management and employs 2 people.

Harvest Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kristin Schrieber RobertsNon-Managing Member5-10%2007
Millard David Roberts ControlPrincipal And Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does Harvest Investment Advisors, LLC manage?

Harvest Investment Advisors, LLC reports $162.5 million in regulatory assets under management on its Form ADV.

How many employees does Harvest Investment Advisors, LLC have?

Harvest Investment Advisors, LLC reports 2 employees.

Does Harvest Investment Advisors, LLC disclose fund performance?

Harvest Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone8508934414
Fax850-893-4412
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
CIK1967261
Discloses disciplinary historyNo

Assets under management

Discretionary$159.9M
Non-discretionary$2.7M
Total (RAUM)$162.5M