PPrivate Fund Data Log in Join · $37/mo

Harvey Investment Company, LLC

● SEC registered since 2000CRD 110482SEC# 801-58031Louisville, KY
Export (members)
Reg. AUM
$941.5M
Employees
4
Accounts
256
Location
Louisville, KY

Harvey Investment Company, LLC assets under management

Harvey Investment Company, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2000. It reports $941.5 million in regulatory assets under management and employs 4 people.

Harvey Investment Company, LLC owners & executives

18 reported
NameTitleOwnershipSince
Castleman Corporation ControlOwner10-25%2001
Daniel Jeremy Berg ControlSecretary & TreasurerUnder 5%2019
Gracie Corp.OwnerUnder 5%2001
See all 18 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Harvey Investment Company, LLC manage?

Harvey Investment Company, LLC reports $941.5 million in regulatory assets under management on its Form ADV.

How many employees does Harvey Investment Company, LLC have?

Harvey Investment Company, LLC reports 4 employees.

Where is Harvey Investment Company, LLC located?

Harvey Investment Company, LLC is based in Louisville, KY and has been SEC-registered since 2000.

Does Harvey Investment Company, LLC disclose fund performance?

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

Contact & registration

Address297 North Hubbards Lane, Suite 102, Louisville, KY 40207
Phone502-339-8270
Fax502-339-9617
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$941.5M
Non-discretionary$0
Total (RAUM)$941.5M