{"url":"https://nivawealth.com/firms/harbourvest-partners-109846","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/109846","regulatoryAum":191177888563,"crd":"109846","secFileNumber":"801-53287","legalName":"Harbourvest Partners, LLC","displayName":"Harbourvest Partners","website":"https://www.harbourvest.com","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"March","headquarters":{"street":"One Lincoln Street, Suite 1700","city":"Boston","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02111-2641"},"tradeNames":[],"registration":{"secApproved":"25 November 1996","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":1204,"advisory":296,"brokerDealerReps":21,"insuranceAgents":0,"promoters":32},"aum":{"discretionary":158960890259,"discretionaryAccounts":261,"nonDiscretionary":32216998304,"nonDiscretionaryAccounts":53,"wrapProgram":null,"nonUsClientsPct":55,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":314,"regulatoryAum":190568740986},{"label":"Pension and profit-sharing plans","clients":2,"regulatoryAum":609147577}],"fees":[],"feeNotes":[],"custodians":[{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"Chicago, IL","smaAssets":485088499},{"name":"The Northern Trust Company","shortName":"The Northern Trust","location":"London","smaAssets":124059078}],"custodyNote":"Harbourvest Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Robert Macgoey","title":"Chief Financial Officer","crd":"5721195"},{"name":"Adam Freedman","title":"Managing Director & Chief Compliance Officer","crd":"4959250"},{"name":"David Atterbury","title":"Managing Director","crd":"6920465"},{"name":"Paula Drake","title":"Managing Director & General Counsel","crd":"4361073"},{"name":"Corentin Du Roy De Blicquy","title":"Managing Director","crd":"7238897"},{"name":"Brett Gordon","title":"Managing Director","crd":"2727524"},{"name":"Mitchell Harris","title":"Independent Director","crd":"4359464"},{"name":"Jeffrey Keay","title":"Managing Director","crd":"7345138"},{"name":"Colin Mazzola","title":"Managing Director & Chief Technology Officer","crd":"5321512"},{"name":"Karin Risi","title":"Independent Director","crd":"3209445"},{"name":"Alex Rogers","title":"Managing Director","crd":"5905901"},{"name":"Rajesh Senapati","title":"Managing Director","crd":"8212751"},{"name":"Gregory Stento","title":"Managing Director","crd":"1855447"},{"name":"Hemal Thakore","title":"Managing Director","crd":"6466982"},{"name":"John Toomey","title":"CEO","crd":"2657684"},{"name":"Mary Traer","title":"Managing Director & Chief Administrative Officer","crd":"2035717"},{"name":"Robert Wadsworth","title":"Senior Advisor","crd":"4363435"},{"name":"John Morris","title":"Senior Advisor","crd":"5904987"},{"name":"Peter Wilson","title":"Senior Advisor","crd":"5905337"}],"ownership":[{"label":"John Morris","detail":"Senior advisor in the 5% to 10% ownership band, since October 2002."},{"label":"Gregory Stento","detail":"Managing director in the 5% to 10% ownership band and a control person, since October 2002."},{"label":"John Toomey","detail":"Ceo in the 5% to 10% ownership band and a control person, since September 2008."},{"label":"Brett Gordon","detail":"Managing director in the 5% to 10% ownership band and a control person, since October 2008."},{"label":"Alex Rogers","detail":"Managing director in the 5% to 10% ownership band and a control person, since October 2008."},{"label":"Peter Wilson","detail":"Senior advisor in the 5% to 10% ownership band, since October 2002."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Massachusetts","offices":1,"addresses":[{"street":"One Lincoln Street, Suite 1700","city":"Boston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-348-3707","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":311},"sources":{"adv1FilingDate":"16 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/109846/PDF/109846.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Harbourvest Partners have?","answer":"Harbourvest Partners has 316 clients and manages $191.2 billion for them, as of July 2026. They include 314 pooled investment vehicles and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Harbourvest Partners offer?","answer":"Harbourvest Partners provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Harbourvest Partners use?","answer":"Harbourvest Partners’ separately managed account assets are held at The Northern Trust Company (Chicago, IL), with $485,088,499 and The Northern Trust Company (London), with $124,059,078. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Harbourvest Partners have?","answer":"Harbourvest Partners has 0 investment adviser representatives registered with state securities authorities, out of 1,204 employees, and 296 perform investment advisory functions. 21 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Harbourvest Partners invest in?","answer":"At the end of its last fiscal year, Harbourvest Partners’ separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 311 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Harbourvest Partners?","answer":"Harbourvest Partners’ direct owners are John Morris, Gregory Stento, John Toomey, Brett Gordon, Alex Rogers and Peter Wilson, each holding 10% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Harbourvest Partners get paid?","answer":"Harbourvest Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/harbourvest-partners-109846/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1201001/000119312526350253/0001193125-26-350253-index.html","totalValue":170046137,"positionCount":6,"top10Share":1,"top10":[{"issuer":"Klarna Group PLC","titleOfClass":"SHS","cusip":"G5279N105","value":101671997,"shares":5023320,"shareType":"SH","priorValue":65755259,"priorShares":5023320},{"issuer":"Generate Biomedicines","titleOfClass":"COM SHS","cusip":"370920100","value":29053683,"shares":1722210,"shareType":"SH","priorValue":21527625,"priorShares":1722210},{"issuer":"Xanadu Quantum Technologies, Inc","titleOfClass":"SUB VTG B","cusip":"98390R102","value":25915400,"shares":2140000,"shareType":"SH"},{"issuer":"Full Truck Alliance Co. Ltd.","titleOfClass":"Sponsored ADS","cusip":"35969L108","value":7775550,"shares":957580,"shareType":"SH","priorValue":7947914,"priorShares":957580},{"issuer":"CAMP4 Therapeutics Corp","titleOfClass":"Common","cusip":"13463J101","value":5558413,"shares":1271948,"shareType":"SH","priorValue":5609291,"priorShares":1271948},{"issuer":"Century Therapeutics, Inc.","titleOfClass":"Common","cusip":"15673T100","value":71094,"shares":29018,"shareType":"SH","priorValue":65581,"priorShares":29018}],"positionsListed":6,"positions":[{"issuer":"Klarna Group PLC","titleOfClass":"SHS","cusip":"G5279N105","value":101671997,"shares":5023320,"shareType":"SH","priorValue":65755259,"priorShares":5023320},{"issuer":"Generate Biomedicines","titleOfClass":"COM SHS","cusip":"370920100","value":29053683,"shares":1722210,"shareType":"SH","priorValue":21527625,"priorShares":1722210},{"issuer":"Xanadu Quantum Technologies, Inc","titleOfClass":"SUB VTG B","cusip":"98390R102","value":25915400,"shares":2140000,"shareType":"SH"},{"issuer":"Full Truck Alliance Co. Ltd.","titleOfClass":"Sponsored ADS","cusip":"35969L108","value":7775550,"shares":957580,"shareType":"SH","priorValue":7947914,"priorShares":957580},{"issuer":"CAMP4 Therapeutics Corp","titleOfClass":"Common","cusip":"13463J101","value":5558413,"shares":1271948,"shareType":"SH","priorValue":5609291,"priorShares":1271948},{"issuer":"Century Therapeutics, Inc.","titleOfClass":"Common","cusip":"15673T100","value":71094,"shares":29018,"shareType":"SH","priorValue":65581,"priorShares":29018}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}