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Harvest Interests, LLC (Dallas)


Harvest Interests, LLC is a related adviser based in Dallas. It manages $7.32 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Texas.

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Harvest Interests provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harvest Interests: assets under management

The assets under management (AUM) of Harvest Interests, LLC is $7.32 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $7.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $813.86 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harvest Interests, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Harvest Interests, LLC performs its advisory services is located at 2626 Cole Ave., Dallas, TX 75204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-253-2140 or by fax 214-253-2141. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at harvestinterests.com.


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