# Harvest Partners: portfolio, investments and team > Harvest Partners is a private equity based in United States. 3 investments on record, latest Sept 2016. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/harvest-partners-lp (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Harvest Partners Last cheque observed Sep 2016. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Private equity Quiet Last fund $1.9B, Sept 2023 Growth Financial Services Fintechs Paytech Follow Harvest Partners and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fharvest-partners-lp) Cheques on record **0%** of best year **0** **cheques in 12 months**, 3 on record Since the last cheque **3720** days **00** hrs **00** min **00** sec Median round **$250M** Rounds led **0 of 3** Sole investor **3 rounds** Exits **1 from the portfolio** Pitch Harvest Partners ## Harvest Partners highlights - 01 3 rounds on record - 02 Mostly Growth and Venture: 100% of its rounds - 03 Sole investor in 3 rounds, median $144M - 04 1 exits from the portfolio ## What they do > A relationship-focused, process-driven approach to middle market investing targeting high-quality businesses with value creation opportunities. From their own website - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Growth - **Sectors:** Financial Services Fintechs Paytech - **Based in:** New York, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **3 appearances** - **2016** 1 round - **Sept** **[OTG Management](https://millionrounds.com/company/otg-management)** US · FinSMEs **$250M** Sole investor - **2005** 1 round - **Feb** **[Cycle Gear](https://millionrounds.com/company/cycle-gear)** Venture · US **Undisclosed** Sole investor - **2004** 1 round - **May** **[IntelliRisk Management](https://millionrounds.com/company/intellirisk-management)** Growth · US **$38M** Sole investor An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **19 named** CR **Craig Randall Johnson** Chairman of Harvest Capital Strategies, LLC, the managing member i Filing they signed DC **Dan Campbell Glickman** Executive Officer i Filing they signed ID **Ira David Kleinman** Member of the Ultimate General Partner i Filing they signed JK **James Keyes** Director, Promoter i Filing they signed JE **Jamie Elizabeth Toothman** Chief Compliance Officer / General Counsel / Chief Operating Officer / Partner i Form ADV JC **John Campbell Wilkins, Jr.** Member of the Ultimate General Partner i Filing they signed JA **Joseph Andrew Jolson** Chief Executive Officer of Harvest Capital Strategies, LLC, the managing member i Filing they signed KC **Kevin Christopher Lynch** President and Chief Operating Officer of Harvest Capital Strategies, LLC, the managing member i Filing they signed L(**Louis (nmn) Sciarretta** Chief Financial Officer i Form ADV ME **Marc E. Unger** Executive Officer i Filing they signed MB **Michael Brennan Deflorio** Member of the Ultimate General Partner i Filing they signed PS **Paul Stevenson** Director, Promoter i Filing they signed PP **Preston Page** Executive Officer i Filing they signed RS **Raymond Siva Jackson** Chief Financial Officer of Harvest Capital Strategies LLC, a director i Filing they signed SA **Scott Alan Solomon** Chief Legal Officer of Harvest Capital Strategies LLC, a Director i Filing they signed S(**Stephen (nmn) Eisenstein** Member of the Ultimate General Partner i Filing they signed SB **Stephen B. Carlson** Executive Officer i Filing they signed SB **Stephen B. Einstein** Executive Officer i Filing they signed TW **Thomas Walter Arenz** Member of the Ultimate General Partner i Filing they signed We also hold **125** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$20B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Harvest Partners, LP - **SEC number:** CRD 158284 Funds on its Form ADV **38** private funds, **$21B** in gross assets · filed Mar 2024 - Harvest Partners IX (Parallel), L.P. *Private equity* 115 investors $3.5B - Harvest Partners VIII, L.P. *Private equity* 85 investors $2.9B - Harvest Partners VII, L.P. *Private equity* 110 investors $2.7B - Harvest Partners VIII (Parallel), L.P. *Private equity* 90 investors $2.6B - Harvest Partners IX, L.P. *Private equity* 62 investors $2.0B - Harvest Partners VII (Parallel), L.P. *Private equity* 55 investors $1.1B - Harvest Partners Structured Capital Fund III (Parallel), L.P. *Private equity* 15 investors $900M - Harvest Partners Structured Capital Fund II, L.P. *Private equity* 35 investors $876M - Harvest Partners Structured Capital Fund III, L.P. *Private equity* 29 investors $701M - PRO SPV, L.P. *Private equity* 45 investors $571M And 28 more on the filing. ## Exits from the portfolio Companies it backed that were later bought or listed **1 in all** **[Cycle Gear](https://millionrounds.com/company/cycle-gear)** Bought by J.W. Childs Associates **Undisclosed** Jan 2015 An exit counts when it came after the firm's first round in the company. From historical deal records. ## Companies it bought Acquisitions by the firm itself **Dental Care Alliance** **Undisclosed** Jul 2015 **[Bartlett Holdings](https://millionrounds.com/company/bartlett-holdings)** **Undisclosed** Dec 2010 **Communications Supply Corporation** **Undisclosed** May 2004 **New Flyer** **Undisclosed** Mar 2004 Latest fund on file **$1.9B** raised in Sept 2023 From its SEC filing. Nothing newer is on file yet. ## The cheque Growth Median round joined **$250M** the round, not its cheque Alone, median **$144M** Led 0 of 3 rounds **0%** - **Sole investor:** 3 rounds - **Last cheque:** Sept 2016 - **Exits:** 1 from the portfolio Rounds by stage said on their site - Growth said *1* - Venture *1* Cheques by year Led Joined 2004 2016 **Pitching Harvest Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about Harvest Partners ### What does Harvest Partners invest in? Harvest Partners invests most often at Growth and Venture (100% of the rounds on record), in sectors such as Financial Services, Fintechs and Paytech. ### How active is Harvest Partners? 3 investments on record, 0 of them in the last 12 months. The most recent was in Sept 2016. ### What has Harvest Partners invested in recently? Its most recent investments on record: OTG Management (Undisclosed round, Sept 2016). ### How big are Harvest Partners's cheques? The median round it joins is $250M. ### Is Harvest Partners investing now? No investments in the last 12 months; the latest was in Sept 2016. ### What kind of investor is Harvest Partners? Harvest Partners is a private equity firm based in New York, United States. ### How much does Harvest Partners manage? About $20B, as regulatory assets under management (Oct 2026). ### Has Harvest Partners raised a new fund? Its latest fund filing with the SEC was in Sept 2023, reporting $1.9B raised. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. 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