Investment adviser · CRD 160681
HARVEY PARTNERS, LLC
Investment adviser filing (IA)
TARRYTOWN, NY, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $1.23B Form ADV · Item 5.F
- Client accounts
- 16 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 6 | $1,072,908,000 | 87.5% |
| Pooled investment vehicles | 2 | $143,258,271 | 11.7% |
| High-net-worth individuals | 8 | $10,322,000 | 0.8% |
Filing source
Form ADV 2076713 · Mar 25, 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
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
HARVEY SMIDCAP FUND, LPHedge Fund · Last reported Mar 25, 2026$89.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
MORGAN STANLEY & CO. LLC
SEC 8-15869
NORTHERN TRUST SECURITIES, INC.
SEC 8-23689
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-3532526797
- Reported beneficial owners
- 34
- Minimum commitment
- $1M
- Form D file number
- 021-86679
Form ADV 2076713 · Mar 25, 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.
HARVEY QP, LPHedge Fund · Last reported Mar 25, 2026$53.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
MORGAN STANLEY & CO. LLC
SEC 8-15869
NORTHERN TRUST SECURITIES, INC.
SEC 8-23689
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-9604819891
- Reported beneficial owners
- 16
- Minimum commitment
- $1M
- Form D file number
- 021-157872
Form ADV 2076713 · Mar 25, 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.
HARVEY MASTER FUND, LPHedge Fund · Last reported Mar 24, 2025$46.3MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
MORGAN STANLEY & CO. LLC
SEC 8-15869
NORTHERN TRUST SECURITIES, INC.
SEC 8-23689
MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869
Fund details & source
- Fund ID
- 805-6376155339
- Reported beneficial owners
- 3
- Minimum commitment
- $0
Form ADV 1955815 · Mar 24, 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 25, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
120 WHITE PLAINS ROADTARRYTOWN, NY, 10591, United States
CRD 160681
Filing source
Form ADV 2076713 · Mar 25, 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.