SourcingSourcing

HARBOURVEST PARTNERS, LLC

C20
CRD 109846·SEC 801-53287·BOSTON, MA
AUM
$191.18B
$1B+
Est. Revenue
$1.91B
@ 1% on AUM
Est. EBITDA
$573.5M
@ 30% margin
Est. Deal Value
$4.59B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARBOURVEST PARTNERS, LLC
CRD
109846
SEC file #
801-53287
EIN
000000000
DBA names
—

Economics

AUM
$191.18B
AUM band
$1B+
AUM trajectory
'20'26
$58.52B → $191.18B▲ +227%
Client mix
Pooled Investment Vehicles314
Pension Profit Sharing Plans2

Operations

Employees (total)
1,204
Advisory staff (per ADV)
296
Advisory staff (5-yr trend)
'20'26
129 advisors → 296 advisors▲ +129%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
x.com/harbourvest

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GORDON, BRETT, ALAN
Top Owner Pct
7.5
Top Owner Entity Kind
I
Owner Count
19
Control Persons
GORDON, BRETT, ALAN
ROGERS, ALEX, ARTHUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:harbourvest.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
16
Form 5500 Total Participants
2,839
Form 5500 Total Compensation
4,410,444
Form 5500 Compensation Trajectory 3y
20262,210,592
20252,199,852
20240
Form 5500 Plan Count Trajectory 3y
202512
20242
20262
Schedule C Total Compensation
4,410,444
Schedule C Service Provider Rows
16

SEC EDGAR

Edgar Cik
0001958519
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2023-05-26
Edgar Last Filing Date
2025-08-28
Edgar Form D Count
2
Edgar Form D Offerings
2024-05-242024-05-24 · 0001958519-24-000002
2023-05-262023-05-26 · 0001958519-23-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan695
Morgan Stanley175
Raymond James80
Bny Mellon11
Northern Trust4
Edgar Addresses
Mailing
HARBOURVEST PARTNERS, LLCONE LINCOLN STREET, SUITE 1700BOSTON, MA 02111
Business
HARBOURVEST PARTNERS, LLCONE LINCOLN STREET, SUITE 1700BOSTON, MA 02111
Edgar EIN
000000000
Edgar Recent Filings
40-APP/A2025-08-28 · 0001193125-25-191096
40-APP2025-05-15 · 0001193125-25-120935
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2727524
Trust Company Affiliate
Yes

People (19)

19
GORDON, BRETT, ALAN
Direct Owner · 7.5%
2727524
ROGERS, ALEX, ARTHUR
Direct Owner · 7.5%
5905901
STENTO, GREGORY, VINCENT
Direct Owner · 7.5%
1855447
TOOMEY, JOHN, MICHAEL
Direct Owner · 7.5%
2657684
MORRIS, JOHN, GERD
Direct Owner · 7.5%
5904987
WILSON, PETER, GEORGE
Direct Owner · 7.5%
5905337
ATTERBURY, DAVID, ASHLEY
Executive Officer · 2.5%
6920465
DRAKE, PAULA, NICOLE
Executive Officer · 2.5%
4361073
DU ROY DE BLICQUY, CORENTIN
Executive Officer · 2.5%
7238897
HARRIS, MITCHELL, EVAN
Executive Officer · 2.5%
4359464
KEAY, JEFFREY, RICHARD
Executive Officer · 2.5%
7345138
MAZZOLA, COLIN, LARSEN
Executive Officer · 2.5%
5321512
RISI, KARIN, ANN
Executive Officer · 2.5%
3209445
SENAPATI, RAJESH, (NMN)
Executive Officer · 2.5%
8212751
THAKORE, HEMAL, (NMN)
Executive Officer · 2.5%
6466982
WADSWORTH, ROBERT, MANNING
Executive Officer · 2.5%
4363435
FREEDMAN, ADAM, JAMES
Executive Officer · 2.5%
4959250
MACGOEY, ROBERT, AIDAN
Executive Officer · 2.5%
5721195
TRAER, MARY, CHRISTINE
Executive Officer · 2.5%
2035717