National Retirement Planning Experts

National Coverage
Local Professionals

HARBOURVEST PARTNERS, LLC

One Financial Center
Boston, Massachusetts 2111
Tel: 617-348-3707

Need a Financial Advisor?
Compare Vetted Advisors

About HARBOURVEST PARTNERS, LLC

HARBOURVEST PARTNERS, LLC, formally registered with the SEC as HARBOURVEST PARTNERS, LLC. The firm was established in 11/25/1996. They have over 1 offices throughout the country.

HARBOURVEST PARTNERS, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $134,536,968,088 assets under management, offering retirement planning & investment advisory services to 263 clients. The firm is staffed with 990 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109846
SEC# 801-53287
Assets Managed by Firm $134,536,968,088
No. of Clients 263
No. of Advisors 990

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total263$134,536,968,088
Pension and profit sharing plans6$1,632,630,448
Inquire with HARBOURVEST PARTNERS, LLC

More Retirement Planning firms in Boston, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
245 Summer Street
Boston, MA, 2210
$3,148,421,739,247233331108
WELLINGTON MANAGEMENT COMPANY LLP
280 Congress Street
Boston, MA, 2210
$1,204,691,064,45913382139
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street
Boston, MA, 2210
$841,529,842,790247250
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 2110
$803,470,618,544174156
STRATEGIC ADVISERS LLC
245 Summer Street
Boston, MA, 2210
$659,550,224,9821712300219

Explore More Retirement Advisors in Boston, Massachusetts