Investment adviser · CRD 158494

HARREN EQUITY PARTNERS, LLC

Investment adviser filing (IA)

CHARLOTTESVILLE, VA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$201M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles2$201,386,829100.0%
Filing source

Form ADV 2088069 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

13 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HARREN INVESTORS III, L.P.Private Equity Fund · Last reported Mar 31, 2026$192MGross asset value

Form D fundraising filings

HARREN INVESTORS III, L.P.

Auditor SCHNEIDER DOWNS PITTSBURGH, Pennsylvania, United States
Custodian FIFTH THIRD BANCORP CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SCHNEIDER DOWNS
PCAOB 1655

FIFTH THIRD BANCORP
LEI THRNG6BD57P9QWTQLG42

Fund details & source
Fund ID
805-4025813815
Reported beneficial owners
44
Minimum commitment
$2.5M
Form D file number
021-198790

Form ADV 2088069 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HARREN III COINVEST, LLCPrivate Equity Fund · Last reported Mar 31, 2026$9.28MGross asset value
Auditor SCNEIDER DOWNS PITTSBURGH, Pennsylvania, United States
Custodian FIFTH THIRD BANCORP CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

SCNEIDER DOWNS
PCAOB 1655

FIFTH THIRD BANCORP
LEI THRNG6BD57P9QWTQLG42

Fund details & source
Fund ID
805-5501192226
Reported beneficial owners
28
Minimum commitment
$1

Form ADV 2088069 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HARREN INVESTORS IV, L.P.Private Equity Fund · Last reported Mar 31, 2025$31.7MGross asset value

Form D fundraising filings

HARREN INVESTORS IV, L.P.

Auditor ERNST & YOUNG LTD. CAMANA BAY, Cayman Islands
Custodian FIFTH THIRD BANCORP CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

FIFTH THIRD BANCORP
LEI THRNG6BD57P9QWTQLG42

Fund details & source
Fund ID
805-7931192501
Reported beneficial owners
18
Minimum commitment
$0
Form D file number
021-432865

Form ADV 1966140 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HARREN INVESTORS II, L.P.Private Equity Fund · Last reported Mar 31, 2025$3.57MGross asset value
Auditor ERNST & YOUNG LTD. CAMANA BAY, Cayman Islands
Custodian FIFTH THIRD BANCORP CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

FIFTH THIRD BANCORP
LEI THRNG6BD57P9QWTQLG42

Fund details & source
Fund ID
805-7228782000
Reported beneficial owners
43
Minimum commitment
$2.5M
Form D file number
021-96143

Form ADV 1966140 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HARREN INVESTORS II-B, L.P.Private Equity Fund · Last reported Mar 31, 2025$1.37MGross asset value
Auditor ERNST & YOUNG LTD. CAMANA BAY, Cayman Islands
Custodian FIFTH THIRD BANCORP CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

FIFTH THIRD BANCORP
LEI THRNG6BD57P9QWTQLG42

Fund details & source
Fund ID
805-8009436601
Reported beneficial owners
6
Minimum commitment
$2.5M
Form D file number
021-116937

Form ADV 1966140 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HARREN MARIANNA INVESTORS, LLCPrivate Equity Fund · Last reported Feb 14, 2012$1.24MGross asset value
Custodian FIFTH THIRD BANCORP AKRON, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1283290447
Reported beneficial owners
14
Minimum commitment
$1

Form ADV 604539 · Feb 14, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HARREN IV COINVEST, LLCPrivate Equity Fund · Last reported Mar 31, 2025$633KGross asset value
Auditor ERNST & YOUNG LTD. CAMANA BAY, Cayman Islands
Custodian FIFTH THIRD BANCORP CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LTD.
PCAOB 1655

FIFTH THIRD BANCORP
LEI THRNG6BD57P9QWTQLG42

Fund details & source
Fund ID
805-7522730031
Reported beneficial owners
9
Minimum commitment
$1

Form ADV 1966140 · Mar 31, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

THE GLEASON BUILDING, 200 GARRETT STREET, SUITE F
CHARLOTTESVILLE, VA, 22902-5662, United States

CRD 158494

Filing source

Form ADV 2088069 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.