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Smartharvest Portfolios LLC

● SEC registered since 2025CRD 334260SEC# 801-131762
Export (members)
Reg. AUM
$170M
Employees
1
Accounts
181
Location

Smartharvest Portfolios LLC assets under management

Smartharvest Portfolios LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $170 million in regulatory assets under management and employs 1 people.

Smartharvest Portfolios LLC owners & executives

1 reported
NameTitleOwnershipSince
Kyle Jacob Lunde ControlManaging Member And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Smartharvest Portfolios LLC manage?

Smartharvest Portfolios LLC reports $170 million in regulatory assets under management on its Form ADV.

How many employees does Smartharvest Portfolios LLC have?

Smartharvest Portfolios LLC reports 1 employees.

Does Smartharvest Portfolios LLC disclose fund performance?

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

Contact & registration

Phone206-841-9944
FaxN/A
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$170M
Non-discretionary$0
Total (RAUM)$170M