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Stephen Carlson

President, Private Equity / Partner at Harvest Partners

Officer recordForm ADV filed 30 March 2026

Stephen Carlson is President, Private Equity / Partner of Harvest Partners, LP, a New York investment adviser.

Career

Stephen Carlson has been President, Private Equity / Partner of Harvest Partners since October 2025. Stephen Carlson is a control person of the firm and directly owns under 5% of it. Stephen Carlson holds a B.S. from The Wharton School of the University of Pennsylvania and an MBA from Northwestern University’s Kellogg School of Management.

Harvest Partners, LP is a New York, NY firm with $20.2B under management, 45 clients and 65 advisers across 3 offices, as of its March 2026 filing.

Steve Carlson is a member of Harvest’s Private Equity investment team and joined Harvest in 2010. Before Harvest, he was an associate at DLJ Merchant Banking Partners and Brockway Moran & Partners, and an analyst at CIBC World Markets.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Stephen Carlson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Stephen Carlson
CRD
5585035
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Stephen Carlson work?

Stephen Carlson has been President, Private Equity / Partner of Harvest Partners, LP since October 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Leadership at Harvest Partners

Sources

  1. IAPD individual lookup, CRD 5585035. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Harvest Partners, LP, filed 30 March 2026. Title, control and ownership bands.
  3. Stephen Carlson — Harvest Partners. Biography, education.

Retrieved 18 October 2026. The SEC record may have been amended since.

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