DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Upper middle market | New York, | $21B | 88 | 52 | 123 | 2024 | ||
| WAYNE, | $8.1B | 6 | 2012 | |||||
| OAKBROOK TERRACE, | $758M | 28 | 2011 | |||||
| HONG KONG, | $3.8B | 2011 | ||||||
| WEST CHESTER, | $671M | 9 | 2012 | |||||
| 4 | ||||||||
Harvest Capital Strategies LLC Firm · Private equity · matched Harvest Enterprise GP I, LLC (relying Adviser) | · probable Lower middle market | San Francisco, | $366M | 3 | 3 | 2018 | ||
| CONCORD, | $651M | 2012 | ||||||
| NEW YORK, | $316M | 2 | 2012 | |||||
| $200M | 1 | 2021 | ||||||
HARVEST FINANCIAL PARTNERS Registered adviser · RIA / Wealth · matched HARVEST FINANCIAL PARTNERS, LLC · 801-117513 | PAOLI, | $149M | 2 | 2019 | ||||
THE HARVEST GROUP Registered adviser · RIA / Wealth · matched THE HARVEST GROUP WEALTH MANAGEMENT, LLC · 801-108343 | WALTHAM, | $186M | 2016 | |||||
| $72.0M | 3 | 2021 | ||||||
| RICHMOND, | $75.1M | 1 | 2014 | |||||
| · probable Lower middle market | Marblehead, | $23.6M | 2 | 4 | 2014 | |||
| BELLEVUE, | $74.1M | 2012 | ||||||
| PORTLAND, | $107M | 2022 | ||||||
| CANTON, | $33.1M | 2026 | ||||||
| QUINCY, | $20.4M | 2026 | ||||||
| $6.1M | 2026 | |||||||
| Rogers, | 264 | |||||||
| BOSTON, | 2012 | |||||||
| HUNTINGTON BEACH, | 2026 | |||||||
| Storm Lake, | 76 | |||||||
HARVEST CAPITAL CREDIT LLC Fund · RIA / Wealth · HARVEST CAPITAL STRATEGIES LLC Also on Private Credit | $62.9M | 41 | 2012 | |||||
CR Capital Investment Management Limited Firm · Private equity · matched Harvest Capital Partners Limited | · probable Lower middle market | Hong Kong, | $105M | 3 | 2 | 2021 | ||
| $29.4M | 13 | 2012 | ||||||
| $16.9M | 20 | 2012 | ||||||
| 2015 | ||||||||
| 2020 | ||||||||
| · probable Lower middle market | $292M | 10 | 6 | 3 | 2024 | |||
Harvest Interests, LLC Manager · RE funds · matched Harvest Interests, LP Also on RIA / Wealth Management | · candidate Unsized | Dallas, | $29.0M | 3 | 3 | 2017 | ||
| ATLANTA, | $37.1M | 2012 | ||||||
| HUNT VALLEY, | $549M | 4 | 2012 | |||||
| FORT WORTH, | 2022 | |||||||
HARVEST - FAITH-BASED INVESTING Registered adviser · RIA / Wealth · matched HARVEST APP LLC · 801-134471 | LYNCHBURG, | 1 | 2025 | |||||
| NORWALK, | $217M | 2012 | ||||||
| $838M | 9 | 29 | ||||||
| Kensington, | 2 | 2 | ||||||
OAK HARVEST INVESTMENT SERVICES Registered adviser · RIA / Wealth · matched OAK HARVEST INVESTMENT SERVICES, LLC · 801-116667 | HOUSTON, | $1.1B | 19 | 2019 | ||||
| Houston, | 120 | |||||||
| $90.0M | 2026 | |||||||
| Martinsville, | $282M | 2024 | ||||||
| Naperville, | 265 | |||||||
| NEWARK, | $6.9B | 2017 | ||||||
| Oakland, | 156 | |||||||
| Menahga, | 1 | |||||||
| · probable Middle market | New York, | $1.7B | 15 | 9 | 2024 | |||
FINANCIAL HARVEST WEALTH ADVISORS Registered adviser · RIA / Wealth · matched FINANCIAL HARVEST, LLC · 801-112271 | WINTER PARK, | $557M | 7 | 2017 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.