SourcingSourcing

HARBOURVEST REGISTERED ADVISERS II L.P.

C28
CRD 341198·SEC 801-135785·BOSTON, MA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HARBOURVEST REGISTERED ADVISERS II L.P.
CRD
341198
SEC file #
801-135785
EIN
—
DBA names
Harbourvest Registered Advisers Ii

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1,204
Advisory staff (per ADV)
296
Advisory staff (5-yr trend)
—
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
harbourvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARBOURVEST PARTNERS L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
HARBOURVEST PARTNERS L.P.
DRAKE, PAULA, NICOLE
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
ok
Rdap Domain
HARBOURVEST.COM
Rdap Domain Creation Date
1998-06-26T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

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
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 (24)

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
E*trade4
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
Rdap Domain Expiration Date
2026-06-25T04:00:00Z
Rdap Domain Last Changed
2025-06-25T18:22:40Z
Rdap Nameservers
Marlowe.ns.cloudflare.comSalvador.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
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
Top Owner CRD
293901
Trust Company Affiliate
No

People (6)

6
HARBOURVEST PARTNERS L.P.
Direct Owner · 87.5%
293901
DRAKE, PAULA, NICOLE
Executive Officer · 2.5%
4361073
HARBOURVEST PARTNERS, LLC
Executive Officer · 2.5%
109846
TOOMEY, JOHN, MICHAEL
Executive Officer · 2.5%
2657684
FREEDMAN, ADAM, JAMES
Executive Officer · 2.5%
4959250
MACGOEY, ROBERT, AIDAN
Executive Officer · 2.5%
5721195