Data / Investment advisers / Pennsylvania / Harvest Fund Advisors LLC
Harvest Fund Advisors LLC, Wayne, PA: $8.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Harvest Fund Advisors LLC is an SEC registered investment adviser with its main office in Wayne, Pennsylvania and reports $8.1 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include state and municipal governments, pooled investment vehicles and sovereign wealth funds and foreign official institutions. It is paid through a percentage of assets under management and performance based fees. It advises 6 private funds.
The request: Watch Harvest Fund Advisors LLC (CRD number 154425): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 154425
- SEC file number
- 801-71791
- SEC status
- Approved, effective August 31, 2010
- Main office
- 100 West Lancaster Avenue Second Floor, Wayne, PA 19087
- Phone
- (610) 293-7800
- Regulatory AUM
- $8,125,000,000 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $8,125,000,000
- Accounts
- 202
- Employees
- 14, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 6: 5 other private funds, 1 hedge fund
- Gross assets of private funds
- $2,280,000,000
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 16 | $2.47 billion |
| Pooled investment vehicles | 6 | $2.28 billion |
| Sovereign wealth funds and foreign official institutions | 5 | $2.06 billion |
| Pension and profit sharing plans | Fewer than 5 | $450 million |
| High net worth individuals | 170 | $370 million |
| Charitable organizations | Fewer than 5 | $345 million |
| Investment companies | 1 | $120 million |
| Corporations or other businesses | Fewer than 5 | $30 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $8.13 billion | March 30, 2026 |
| December 1, 2025 | $8.07 billion | March 28, 2025 |
Other advisers in Wayne
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Hartford Funds | Wayne | $152.07 billion | 2 | adviserinfo.sec.gov |
| Retirement and Wealth at Alliant, LLC | Wayne | $7.37 billion | Not listed | adviserinfo.sec.gov |
| Conestoga Capital Advisors, LLC | Wayne | $6.94 billion | Not listed | adviserinfo.sec.gov |
| Argosy Capital | Wayne | $3.73 billion | 51 | adviserinfo.sec.gov |
| Kathmere Capital Management, LLC | Wayne | $3.48 billion | 1 | adviserinfo.sec.gov |
| Renovus Associates, LLC | Wayne | $2.57 billion | 17 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wayne, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Harvest Fund Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.