Harmony Partners Management Company, LLC

Institutional venture firmSEC venture capital fund adviser· New York, New YorkHARMONYVP.COM

Harmony is a boutique venture capital firm investing in high growth emerging companies. Entrepreneurs and investors choose to work with Harmony for its flexible and creative approach to growth capital. Founded in 2011, Harmony has $250 million of assets under management with offices in New York, NY and San Francisco, CA.

In the firm's own words, from its website.

Reported fund assets
$621M
sum of its funds' Form ADV filings, last 30 months
Investment team
1
Latest vintage
2023
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

26 additional investments, funds and LPs, 41 events, 1 verified contact (1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days.

People to know

View all people

Relationship network

30 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.

Reading the network
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Harmony Partners Management Company, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Harmony Partners Management Company, LLC

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months

Investments on record

0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.

Stated thesis versus observed behaviour

no observed deals yet
Stated (the firm’s website)
Sectors
healthcare
Stages
not stated or not yet read
Geography
colorado, europe, germany, new york
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

1 current, 1 departed

Decision makers

who to call first, and why; then everyone else by function
  • Mark Jonathan Lotke · Managing Director
    Why this person: Managing director; Named with investment responsibility

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

1 current, 1 departed
1 departed (kept with end dates)
  • Gregory F Eaton · Managing Director · Jan 1, 2011 to Apr 2, 2019 Inference

Contacts

1 firm phone

1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

13 vehicles, 0 LPs disclosed

Funds and vehicles

13 reported, 16 no longer reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Harmony Coinvestment, LLCSPV or co-invest vehicle2023 adv first reportedActive deployment$46.5M
Apr 6, 2026
22unknownunknown
Harmony Klaviyo LLCFund2023 adv first reportedActive deployment$13.2M
Jan 29, 2024
1unknownunknown
Harmony Partners V, L.P.Fund2022 adv first reportedActive deployment$268M
Apr 6, 2026
349$0
of $200M
Nov 29, 2021

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors · on 1 other DFX graph

Co-investors

0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Across DFX and the capital chainon 1 other DFX graph Show
Across DFX
  • The same institution is held on RIA and Wealth, matched by identifier. See which records
Across the graphs

Harmony Partners Management Company, LLC is the same institution as 1 record in RIA and Wealth.

RIA and Wealth1

The joined record opens with the product, beside every other relationship on this page.

Checking your plan…

Evidence and history

46 dated events, 63 observations from 3 sources

Timeline

46 dated events
  1. Apr 6, 2026
    Harmony Partners Vi-A, L.P. first reported on Form ADV by Harmony Partners Management Company, LLC (Venture Capital Fund), GAV $5,985,290
    Fund first reported on Form ADVFundsInferenceHarmony Partners Vi-A, L.P.Form ADV
  2. Apr 6, 2026
    Harmony Partners VI, L.P. first reported on Form ADV by Harmony Partners Management Company, LLC (Venture Capital Fund), GAV $77,956,815
    Fund first reported on Form ADVFundsInferenceHarmony Partners VI, L.P.Form ADV
  3. Jan 29, 2024
    Harmony Qubole, LLC no longer reported on Form ADV by Harmony Partners Management Company, LLC
    Fund no longer reportedFundsInferenceHarmony Qubole, LLCForm ADV
  4. Jan 29, 2024
    Harmony Placeiq LLC no longer reported on Form ADV by Harmony Partners Management Company, LLC
    Fund no longer reportedFundsInferenceHarmony Placeiq LLCForm ADV
  5. Jan 29, 2024
    Harmony Zerto LLC no longer reported on Form ADV by Harmony Partners Management Company, LLC
    Fund no longer reportedFundsInferenceHarmony Zerto LLCForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Apr 6, 2026 · 13 private fundsShow
Headquarters
New York, NYadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
SEC adviser type
Exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
Venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
Latest Form ADV
Apr 6, 2026
Private funds reported
13 (13 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$699Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder

Classification history

Every classification this record has carried3 on recordShow
  1. Sep 23, 2026
    Institutional venture firm (confirmed, 95%)
    Venture manager, reported GAV $635M across 13 vehicles
  2. Sep 15, 2026
    Institutional venture firm (confirmed, 95%)
    Venture manager, reported GAV $521M across 12 vehicles
  3. Sep 12, 2026
    Institutional venture firm (confirmed, 95%)
    Venture manager, reported GAV $343M across 10 vehicles

Evidence

64 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC exemption, VC funds reportedApr 6, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserApr 6, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserJan 29, 2024FactForm ADV
SEC adviser typeExempt reporting adviserApr 6, 2026FactForm ADV
SEC adviser typeExempt reporting adviserApr 6, 2026FactForm ADV
SEC adviser typeExempt reporting adviserJan 29, 2024FactForm ADV
First Form ADV filing2012-05-02Apr 6, 2026FactForm ADV
First Form ADV filing2012-05-02Jan 29, 2024FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-30Oct 1, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-29Sep 30, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-25Sep 26, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-23Sep 24, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-21Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1+panel:2026-09-22Sep 23, 2026FactForm ADV
Adv history loadedadv-hist-1Sep 12, 2026FactForm ADV
Latest Form ADV filing2026-04-06Apr 6, 2026FactForm ADV
Latest Form ADV filing2026-04-06Apr 6, 2026FactForm ADV
Latest Form ADV filing2024-01-29Jan 29, 2024FactForm ADV
SEC statusERA - ActiveApr 6, 2026FactForm ADV
SEC status effective2018-04-27Apr 6, 2026FactForm ADV
Venture share of reported funds1Apr 6, 2026FactForm ADV
Venture share of reported funds1Jan 29, 2024FactForm ADV
Business phoneApr 6, 2026FactForm ADV
Business phoneJan 29, 2024FactForm ADV
DescriptionSep 16, 2026Fact
DescriptionSep 14, 2026Fact
HeadquartersNew York, NYApr 6, 2026FactForm ADV
HeadquartersNew York, NYJan 29, 2024FactForm ADV
Office addressApr 6, 2026FactForm ADV
Office addressJan 29, 2024FactForm ADV
Self-described typeVenture capitalSep 16, 2026Fact
Self-described typeVenture capitalSep 14, 2026Fact
Legal formLimited Liability CompanyApr 6, 2026FactForm ADV
Legal formLimited Liability CompanyJan 29, 2024FactForm ADV
Private funds reported13Apr 6, 2026FactForm ADV
Private funds reported13Apr 6, 2026FactForm ADV
Private funds reported12Jan 29, 2024FactForm ADV
Private fund gross assets (reported)$699MApr 6, 2026FactForm ADV
Private fund gross assets (reported)$699MApr 6, 2026FactForm ADV
Private fund gross assets (reported)$521MJan 29, 2024FactForm ADV
Schedule a diffsadiff-1Sep 24, 2026FactForm ADV
Stated geographyColorado, europe, germany, new york
“geography words on the home page”
Sep 16, 2026Fact
Stated geographyColorado, europe, germany, new york
“geography words on the home page”
Sep 14, 2026Fact
Stated sectorshealthcare
“sector words on the home page”
Sep 16, 2026Fact
Stated sectorshealthcare
“sector words on the home page”
Sep 14, 2026Fact
Venture funds reported13Apr 6, 2026FactForm ADV
Venture funds reported13Apr 6, 2026FactForm ADV
Venture funds reported12Jan 29, 2024FactForm ADV
WebsiteApr 6, 2026FactForm ADV
WebsiteJan 29, 2024FactForm ADV
Site titleSep 16, 2026Fact
Site titleSep 14, 2026Fact
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, confirmedShow
Importance
35
elevated
Active deployment
25
moderate
Emerging
0
low
Freshness
100
high
Institutional venture firmSEC exempt reporting adviser

Venture manager, reported GAV $635M across 13 vehicles

The inputs behind each score
importance
gav: 0.54 · funds: 1 · people: 0.04 · investments: 0 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: not scored
emerging manager
fund count: 29 · reported gav: $621M · first adv filing: 2012-05-02 · years since first filing: 14.4

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2012-05-02source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo.