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HARBOURVEST REGISTERED ADVISERS

ONE LINCOLN STREET, BOSTON, MA 02111-2641
Fiduciaryfee-onlySEC Registered
617-348-3707 http://www.linkedin.com/company/harbourvest-partners CRD #332106
$539M
Assets Managed
296
Clients
1204
Employees
2
Years Active
since 2024

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46127. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 2 years.

Firm Details

Legal NameHARBOURVEST REGISTERED ADVISERS
CRD Number#332106
SEC RegisteredYes
Registration Date2024-11-05
States RegisteredMA
Assets Under Management$539M
Number of Clients296
Employees1204
Compensation Typefee-only
Last ADV Filing46127

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Frequently Asked Questions

Is HARBOURVEST REGISTERED ADVISERS a fiduciary?

Yes. HARBOURVEST REGISTERED ADVISERS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does HARBOURVEST REGISTERED ADVISERS charge clients?

HARBOURVEST REGISTERED ADVISERS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does HARBOURVEST REGISTERED ADVISERS have any complaints?

No. HARBOURVEST REGISTERED ADVISERS has zero complaints or disciplinary actions on file with the SEC or FINRA across 2 years of operation.

How does HARBOURVEST REGISTERED ADVISERS compare to other advisors in BOSTON?

HARBOURVEST REGISTERED ADVISERS has a Red Flag Score of 100/100. There are 339 registered advisory firms in BOSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46127. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.