Clients
Harvest Partners serves 45 clients. The average client has about $450 million with the firm.
- Pooled investment vehicles45 clients100%
- Insurance companies0%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 45 | $20,214,616,190 | 99.8% | $449.2M |
| Insurance companies | Not reported | $32,560,597 | 0.2% | — |
| Total | 45 | $20,247,176,787 | 100% | $449.9M |
- Clients
- 45
- Regulatory AUM
- $20,214,616,190
- Share
- 99.8%
- Avg. per client
- $449.2M
- Clients
- Not reported
- Regulatory AUM
- $32,560,597
- Share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 45
- Regulatory AUM
- $20,247,176,787
- Share
- 100%
- Avg. per client
- $449.9M
What it does
Harvest Partners provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Harvest Partners advises 39 private funds.
96.5% of assets ($19.54B across 39 accounts) are managed with discretion; $704.0M across 8 accounts are not. 13% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks7%
- Other93%
- Private loans93%
Custodians
Harvest Partners’ client accounts are held mainly at State Street Bank & Trust, with 0% of managed assets. Harvest Partners has custody of $14.48B for 41 clients.
- OtherState Street Bank & Trust, All other custodians100%
Ownership and leadership
Harvest Management Holdings, L.P. owns 75% or more of Harvest Partners, and Michael Deflorio is its CEO.
- Owns 75% or more of Harvest Partners, LP
Harvest Management Holdings, L.P.
Control person · since October 2018
- Owns 75% or more of Harvest Management Holdings, L.P.
Harvest Group Holdings, L.P.
since October 2018
HP Holding, LLC (fka Istm Associates, LLC)
General partner · Control person · since October 2018
- Owns 50% to 75% of HP Holding, LLC (fka Istm Associates, LLC)
Michael Deflorio
Control person · since April 2006
- Owns 50% to 75% of HP Holding, LLC (fka Istm Associates, LLC)
Stephen Carlson
Control person · since October 2025
Leadership
- Michael DeflorioChief Executive Officer / Partner
- Stephen CarlsonPresident, Private Equity / Partner
- Fabia DecrescenzoChief Financial Officer
- Jamie ToothmanGeneral Counsel / Chief Operating Officer / Partner
- Ewelina PostChief Compliance Officer
Staff
- 102 employees
- 65 in advisory functions
Fees
Harvest Partners is paid through a percentage of assets under management and performance-based fees.
Harvest Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Harvest Partners has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
California · 1 listed address
- 3000 El Camino Real, Palo Alto
New York · 1 listed address
- 280 Park Avenue, 26th Floor West, New YorkHQ
Registration details
- Legal name
- Harvest Partners, LP
- Headquarters
- 280 Park Avenue, 26th Floor West, New York, NY 10017-1263
- Phone
- 212-599-6300
- Website
- www.harvestpartners.com
- SEC file
- 801-74136
- Structure
- Delaware limited partnership
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Harvest Partners have?
Harvest Partners has 45 clients and manages $20.2 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Harvest Partners offer?
Harvest 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
Which custodians does Harvest Partners use?
Harvest Partners’ separately managed account assets are held at State Street Bank & Trust Co (Boston, MA), with $32,560,596. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Harvest Partners have?
Harvest Partners has 0 investment adviser representatives registered with state securities authorities, out of 102 employees, and 65 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Harvest Partners invest in?
At the end of its last fiscal year, Harvest Partners’ separately managed accounts held 93% private loans and 7% non-exchange-traded equities. It advises 39 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Harvest Partners?
Harvest Partners is owned through a chain of holding companies by Michael Deflorio, Harvest Group Holdings, L.P. and Stephen Carlson. Its direct owner is Harvest Management Holdings, L.P. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Harvest Partners get paid?
Harvest Partners is paid through a percentage of assets under management 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