Harvest Capital Strategies LLC

Harvest Capital Strategies LLC (CRD# 130037) is a financial advisory firm headquartered in San Francisco, CA. They manage $365,859,659 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
600 Montgomery Street, Suite 1100, San Francisco, CA 94111
https://www.linkedin.com/company/harvest-capital-strategies
By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $60,976,610
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Harvest Capital Strategies LLC
Showing 1 - 4 of 4 top financial advisors.
1
Craig Johnson, financial advisor San Francisco CA
Craig R. Johnson
CRD#: 836682
600 Montgomery Street, Suite 1100, San Francisco, CA 94111

Craig Johnson (CRD# 836682) is an Investment Advisor Representative working at Harvest Capital Strategies LLC in San Francisco, CA and has over 39 years of experience in the finance industry.

2
Joseph Jolson, financial advisor San Francisco CA
Joseph A. Jolson
CRD#: 734952
600 Montgomery St, Suite 1100, San Francisco, CA 94111

Joseph Jolson (CRD# 734952) is an Investment Advisor Representative working at Harvest Capital Strategies LLC in San Francisco, CA and has over 24 years of experience in the finance industry.

3
David Shapiro, financial advisor San Francisco CA
David A. Shapiro
CRD#: 864541
600 Montgomery Street, Suite 1700, San Francisco, CA 94111

David Shapiro (CRD# 864541) is an Investment Advisor Representative working at Harvest Capital Strategies LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

4
Craig Stephens, financial advisor San Francisco CA
Craig A. Stephens
CRD#: 700530
600 Montgomery Street, Suite 1100, San Francisco, CA 94111

Craig Stephens (CRD# 700530) is an Investment Advisor Representative working at Harvest Capital Strategies LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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