DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Harrison Street Private Wealth LLC
Latest filing Mar 27, 2026
First filing on the tape Apr 2, 2012 · 24 filings
SEC status approved since Sep 1, 2011
RAUM
$4.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
35
11 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$4.1B as of Mar 27, 2026
Apr 2, 2012$2.2M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Apr 2, 20120 then
Employees (5.A)35 as of Mar 27, 2026
Mar 28, 20138 then
Private funds: no history
RAUM -9.9% over the last fiscal year-10% a year over threeIARs 0 to 0offices 2 to 3
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $591MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -9.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$4.1B100%
- Pooled investment vehicles$1.4M0.0%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=7.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Timothy Fete · Chief Legal Officercontrolsince 10/2021 · owns less than 5%
- Ryan Casey Frazier · Ciocontrolsince 05/2011 · owns less than 5%
- Richard William Fuhs · Presidentcontrolsince 01/2011 · owns less than 5%
- Scott Brian Petersen · Cfo/Coocontrolsince 01/2022 · owns less than 5%
- Donovan Mark Quam · Ceocontrolsince 01/2011 · owns less than 5%
- Rose Jillian Varner · Ccocontrolsince 07/2023 · owns less than 5%
- Richard William Fuhs · Elected Managercontrolsince 10/2022 · owns F of Colliers Vs Acquisition LLC
- Jay Hennick · Elected Managercontrolsince 10/2022 · owns F of Colliers Vs Acquisition LLC
- Jean Zachary Michaud · Elected Managercontrolsince 10/2022 · owns F of Colliers Vs Acquisition LLC
Entity owners
- Colliers Vs Acquisition LLC · Memberdirect · owns 75% or more
- Colliers International Group Inc. · Memberindirect · owns 75% or more of Colliers Vs Holdings Inc. · public reporting company
- Colliers Vs Holdings Inc. · Memberindirect · owns 75% or more of Colliers Vs Acquisition LLC
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 6 to 7Oct 31, 2025 to Mar 27, 2026
- Advisory employees · 8 to 11Oct 31, 2025 to Mar 27, 2026
- BD registered reps · 9 to 7Oct 31, 2025 to Mar 27, 2026
- Employees · 32 to 35Oct 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $4.6B to $4.1BOct 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.4M to $1.4MOct 31, 2025 to Mar 27, 2026
- RAUM · $4.6B to $4.1BOct 31, 2025 to Mar 27, 2026
- Business name · VERSUS CAPITAL ADVISORS LLC to HARRISON STREET PRIVATE WEALTH LLCMar 20, 2025 to Jul 31, 2025
- Financial planning clients · unset to Mar 20, 2025 to Jul 31, 2025
- Legal name · VERSUS CAPITAL ADVISORS LLC to HARRISON STREET PRIVATE WEALTH LLCMar 20, 2025 to Jul 31, 2025
- Other offices · 2 to 3Mar 20, 2025 to Jul 31, 2025
- Accounts · 7 to 6Mar 22, 2024 to Mar 20, 2025
- Advisory employees · 6 to 8Mar 22, 2024 to Mar 20, 2025
- Advisory activities · 4 to 3Mar 22, 2024 to Mar 20, 2025
- BD registered reps · 8 to 9Mar 22, 2024 to Mar 20, 2025
- Employees · 28 to 32Mar 22, 2024 to Mar 20, 2025
- Other offices · 1 to 2Mar 22, 2024 to Mar 20, 2025
- Discretionary RAUM · $5.1B to $4.6BMar 22, 2024 to Mar 20, 2025
- Pooled vehicle RAUM · $1.4M to $1.4MMar 22, 2024 to Mar 20, 2025
- RAUM · $5.1B to $4.6BMar 22, 2024 to Mar 20, 2025
- Accounts · 5 to 7Jul 17, 2023 to Mar 22, 2024
- Advisory employees · 5 to 6Jul 17, 2023 to Mar 22, 2024
- Advisory activities · 3 to 4Jul 17, 2023 to Mar 22, 2024
- BD registered reps · 6 to 8Jul 17, 2023 to Mar 22, 2024
- Employees · 22 to 28Jul 17, 2023 to Mar 22, 2024
- Other offices · 0 to 1Jul 17, 2023 to Mar 22, 2024
- Discretionary RAUM · $5.7B to $5.1BJul 17, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $1.4M to $1.4MJul 17, 2023 to Mar 22, 2024
- RAUM · $5.7B to $5.1BJul 17, 2023 to Mar 22, 2024
- BD registered reps · 4 to 6Nov 7, 2022 to Mar 22, 2023
- Employees · 20 to 22Nov 7, 2022 to Mar 22, 2023
- Discretionary RAUM · $5.8B to $5.7BNov 7, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $1.3M to $1.4MNov 7, 2022 to Mar 22, 2023
- RAUM · $5.8B to $5.7BNov 7, 2022 to Mar 22, 2023
- Accounts · 6 to 5Mar 23, 2022 to Nov 7, 2022
- BD registered reps · 5 to 4Mar 23, 2022 to Nov 7, 2022
- Pooled vehicle clients · 4 to 3Mar 23, 2022 to Nov 7, 2022
- Employees · 21 to 20Mar 23, 2022 to Nov 7, 2022
- Discretionary RAUM · $5.7B to $5.8BMar 23, 2022 to Nov 7, 2022
- Pooled vehicle RAUM · $1.5M to $1.3MMar 23, 2022 to Nov 7, 2022
Signals
14 dated events
- Stephen Andersen (Cco/Cro) no longer on Schedule A of Harrison Street Private Wealth Llc (listed 2023-03-22, absent 2023-07-17)Jul 17, 2023 · Control person left · inference
- Rose Jillian Varner (Cco) appeared on Schedule A of Harrison Street Private Wealth LlcJul 17, 2023 · Control person joined · fact
- Scott Robert Jakacki (Ceo/Cio Of Parent Co.) no longer on Schedule A of Harrison Street Private Wealth Llc (listed 2022-03-23, absent 2022-11-07)Nov 7, 2022 · Control person left · inference
- Anthony Charles Ruffel (Chairman Of Parent Co.) no longer on Schedule A of Harrison Street Private Wealth Llc (listed 2022-03-23, absent 2022-11-07)Nov 7, 2022 · Control person left · inference
- Jean Zachary Michaud (Elected Manager) appeared on Schedule A of Harrison Street Private Wealth LlcNov 7, 2022 · Control person joined · fact
- Jay Hennick (Elected Manager) appeared on Schedule A of Harrison Street Private Wealth LlcNov 7, 2022 · Control person joined · fact
- John Gordon (Cfo) no longer on Schedule A of Harrison Street Private Wealth Llc (listed 2021-07-06, absent 2022-03-23)Mar 23, 2022 · Control person left · inference
- Scott Brian Petersen (Cfo/Coo) appeared on Schedule A of Harrison Street Private Wealth LlcMar 23, 2022 · Control person joined · fact
- Joseph Timothy Fete (Chief Legal Officer) appeared on Schedule A of Harrison Street Private Wealth LlcMar 23, 2022 · Control person joined · fact
- Male David Truex (Deputy Cio) no longer on Schedule A of Harrison Street Private Wealth Llc (listed 2018-11-13, absent 2019-03-22)Mar 22, 2019 · Control person left · inference
- Scott Robert Jakacki (Member/Co-Ceo/Cio) appeared on Schedule A of Harrison Street Private Wealth LlcMar 22, 2019 · Control person joined · fact
- Anthony Charles Ruffel (Member/Co-Ceo/Executive Chairman) appeared on Schedule A of Harrison Street Private Wealth LlcMar 22, 2019 · Control person joined · fact
- Harrison Street Private Wealth Llc reported RAUM $3.4B, up 26% from $2.7B (2018-03-29 to 2018-07-11)Jul 11, 2018 · RAUM change · derived
- Harrison Street Private Wealth Llc reported RAUM $2.7B, up 101% from $1.3B (2017-03-20 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/HARRISONSTPWreportedpublic record, Form ADV, Sep 17, 2026
- Website
- HARRISONSTPW.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 877-200-1878reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026