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Harvest Investment Services, LLC

Private Equity

Oakbrook Terrace, IL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:73e4a7ab-cac1-4052-b692-cc572a7e9118

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 5:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
26 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

HARVEST INVESTMENT SERVICES, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 1
Vintages: 2021 to 2021
Regulatory AUM: $282M
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Latest ADV filing: Nov 11, 2024
Employees (ADV): 28
Website: pylefinancialservices.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
HIS Kingdom Resources Trust	2021	Unknown	Private Equity Fund	n/a	$15.4M	0

Relationships

Employs (14)

→ Elliott InnesPersonDirector of HR & Operations
factThe subject's own site
→ John K AlyoPersonCio
Oct 1, 2011 to presentfactForm ADV, The subject's own site
→ Andrew BarlowPersonVP of Strategy
factThe subject's own site
→ Ed MoralesPersonChief Marketing Officer
factThe subject's own site
→ Scott PylePersonFounder & CEO
factThe subject's own site
→ Damon AdcockPersonChief Culture Officer
factThe subject's own site
→ Renata FranklinPersonChief Administrative Officer
factThe subject's own site
→ Amanda BrumblesPersonExecutive Assistant
factThe subject's own site
→ Jeff PoundsPersonFinancial Advisor
factThe subject's own site
→ Michael SokolikPersonFinancial Advisor
factThe subject's own site
→ Sharon StiverPersonClient Service Associate
factThe subject's own site
→ Timothy John NewellPersonOwner
Oct 1, 2011 to presentfactForm ADV
→ Scott Allen BradtmillerPersonChief Compliance Officer
Feb 1, 2024 to presentfactForm ADV
→ Frederick Alfred NewellPersonChief Compliance Officer
Oct 1, 2011 to Aug 10, 2023inferenceForm ADV

Manages (1)

→ HIS Kingdom Resources TrustFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV

Owns (1)

← Harvest Financial Planning, LLCFirmOwner
Oct 1, 2011 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 1, 2024
Person joined
Scott Allen Bradtmiller joined Schedule A of Harvest Investment Services, LLC as Chief Compliance Officer
Form ADVobserved 7 days ago
Occurred
Aug 10, 2023
Person left
Frederick Alfred Newell (Chief Compliance Officer) no longer on Schedule A of Harvest Investment Services, LLC
Form ADVobserved 7 days ago
Occurred
Dec 23, 2011
Adviser first adv filing
Harvest Investment Services, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 1 bookkeeping events

Occurred
Mar 31, 2021
HIS Kingdom Resources Trust first reported on Form ADV by Harvest Investment Services, LLC (Private Equity Fund), GAV $1,500,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Elliott Innes (Director of HR & Operations), John K Alyo (Cio), Andrew Barlow (VP of Strategy), Ed Morales (Chief Marketing Officer), Scott Pyle (Founder & CEO), Damon Adcock (Chief Culture Officer), Renata Franklin (Chief Administrative Officer), Amanda Brumbles (Executive Assistant), Jeff Pounds (Financial Advisor), Michael Sokolik (Financial Advisor), Sharon Stiver (Client Service Associate), Timothy John Newell (Owner).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:73e4a7ab-cac1-4052-b692-cc572a7e9118
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Harvest Investment Services, LLC

Private Equity

Oakbrook Terrace, IL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:73e4a7ab-cac1-4052-b692-cc572a7e9118

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 5:23 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

HIS Kingdom Resources Trust

2021

Unknown

Private Equity Fund

n/a

$15.4M