HARVEST CAPITAL STRATEGIES LLC

600 Montgomery Street
Suite 1100
San Francisco, California 94111
Tel: (415) 835-3900

About HARVEST CAPITAL STRATEGIES LLC

HARVEST CAPITAL STRATEGIES LLC, formally registered with the SEC as HARVEST CAPITAL STRATEGIES LLC. The firm was established in 02/01/2006. They have over 1 offices throughout the country.

HARVEST CAPITAL STRATEGIES LLC is a San Francisco, California based Financial Planning firm with nearly $365,859,659 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 60 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130037
SEC#	801-66003
Assets Managed by Firm	$365,859,659
No. of Clients	6
No. of Advisors	60

Fee Structure

A percentage of AUM
Performance Based
Other (PAYMENT FOR RESEARCH SERVICES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (EQUITY RESEARCH SERVICES DESCRIBED IN THE BROCHURE)

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$365,859,659

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