SourcingSourcing

HARBOURVEST REGISTERED ADVISERS L.P.

C34
CRD 332106·SEC 801-131309·BOSTON, MA
AUM
$538.7M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARBOURVEST REGISTERED ADVISERS L.P.
CRD
332106
SEC file #
801-131309
EIN
—
DBA names
Harbourvest Registered Advisers

Economics

AUM
$538.7M
AUM band
$500M-$1B
AUM trajectory
—
Client mix
Investment Companies1

Operations

Employees (total)
1,204
Advisory staff (per ADV)
296
Advisory staff (5-yr trend)
'25'26
290 advisors → 296 advisors▲ +2%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/15/2026
ADV-W filed at
—
Website
linkedin.com/company/harbourvest-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARBOURVEST REGISTERED ADVISERS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
HARBOURVEST REGISTERED ADVISERS
HARBOURVEST PARTNERS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3676
Soi Zip Pct 200k Plus
0.2027
Soi Zip Returns 200k Plus
750
Soi Zip Total AGI
967,486
Census Median Hh Income
72,321
Census High Income Households
981
Census Median Age
30.7
Census Pop 65 66 Total
173
Census Total Households
3,746
Census NAICS 523930 Count
6
Fdic Zip Total Deposits
1,267,332,117,000
Fdic Zip Branch Count
266
Fdic Zip Top Banks
State Street Bank and Trust Company
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Census Bachelors Plus Count
1,290
Census Median Home Value
951,800
Census NAICS 523930 Employees
0
Census Unemployed Count
258
Census Zip
02111
Custodian Candidates
Full
E*trade4
State Street2
Fdic Zip Branches Raw
Shawmut Bank, National AssociationBoston, MA
Shawmut Bank, National AssociationBoston, MA
Fdic Zip HHI
9511.89
Fdic Zip Top Bank Share Pct
97.52
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,479
Returns940
Stub 2
AGI23,429
Returns640
Stub 3
AGI29,842
Returns480
Soi Zip Total Business Income
22,796
Soi Zip Total Cap Gains
145,422
Soi Zip Total Dividends
49,214
Soi Zip Total Returns
3,700
Trust Company Affiliate
Yes

People (5)

5
HARBOURVEST PARTNERS, LLC
Executive Officer · 2.5%
109846
TOOMEY, JOHN, MICHAEL
Executive Officer · 2.5%
2657684
DRAKE, PAULA, NICOLE
Executive Officer · 2.5%
4361073
FREEDMAN, ADAM, JAMES
Executive Officer · 2.5%
4959250
MACGOEY, ROBERT, AIDAN
Executive Officer · 2.5%
5721195