Data / Investment advisers / New Jersey / Pgim Custom Harvest LLC
Pgim Custom Harvest LLC, Newark, NJ: $6.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Pgim Custom Harvest LLC is an SEC registered investment adviser with its main office in Newark, New Jersey and reports $6.9 billion in regulatory assets under management in its Form ADV filed July 17, 2026. Its clients include high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 290235
- SEC file number
- 801-114622
- SEC status
- Approved, effective February 12, 2019
- Main office
- 655 Broad Street, Newark, NJ 07102
- Phone
- (800) 210-0118
- Website
- pgim.com
- Regulatory AUM
- $6,902,356,918 in the Form ADV filed July 17, 2026
- Discretionary AUM
- $6,902,356,918
- Accounts
- 8,702
- Employees
- 68, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 17, 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 |
|---|---|---|
| High net worth individuals | 8,531 | $6.69 billion |
| Corporations or other businesses | 171 | $208.9 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 | $6.90 billion | March 27, 2026 |
| December 1, 2025 | $5.37 billion | March 28, 2025 |
Other advisers in Newark
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pgim, Inc. | Newark | $1.13 trillion | 171 | adviserinfo.sec.gov |
| Pgim Investments LLC | Newark | $344.84 billion | Not listed | adviserinfo.sec.gov |
| Pgim Quantitative Solutions | Newark | $110.95 billion | 4 | adviserinfo.sec.gov |
| Pgim Private Placement Investors, L.P. | Newark | $24.44 billion | Not listed | adviserinfo.sec.gov |
| Prudential Select Strategies LLC | Newark | $22.78 billion | Not listed | adviserinfo.sec.gov |
| Pgim DC Solutions | Newark | $6.90 billion | Not listed | adviserinfo.sec.gov |
| 1932 Investment Management | Newark | $4.60 billion | Not listed | adviserinfo.sec.gov |
| Harbourview Equity Partners, LLC | Newark | $3.88 billion | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Newark, NJ
- Investment advisers in New Jersey
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Pgim Custom Harvest 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.