Harvest Capital Strategies LLC

Harvest Capital Strategies LLC (CRD# 130037) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,522,240,102 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,522
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $80,117,900
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 R. Johnson
CRD#: 836682
600 Montgomery Street, Suite 1700, San Francisco, CA 94111
93
Wealthminder
score

Craig Johnson (CRD# 836682) is an Investment Advisor Representative working at Harvest Capital Strategies LLC in San Francisco, CA and has over 32 years of experience in the finance industry.

2
Joseph A. Jolson
CRD#: 734952
600 Montgomery St, Suite 1100, San Francisco, CA 94111
93
Wealthminder
score

Joseph Jolson (CRD# 734952) is an Investment Advisor Representative working at Harvest Capital Strategies LLC in San Francisco, CA and has over 16 years of experience in the finance industry.

3
David A. Shapiro
CRD#: 864541
600 Montgomery Street, Suite 1700, San Francisco, CA 94111
93
Wealthminder
score

David Shapiro (CRD# 864541) is an Investment Advisor Representative working at Harvest Capital Strategies LLC in San Francisco, CA and has over 13 years of experience in the finance industry.

4
Craig A. Stephens
CRD#: 700530
600 Montgomery Street, Suite 1700, San Francisco, CA 94111
90
Wealthminder
score

Craig Stephens (CRD# 700530) is an Investment Advisor Representative working at Harvest Capital Strategies LLC in San Francisco, CA and has over 4 years of experience in the finance industry.

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