DBA: HARVEST GROWTH CAPITAL
| Total AUM | $626.9M |
| Discretionary | $536.2M86% of AUM |
| Non-Discretionary | $90.7M |
| Client Accounts | 9 |
| Avg Account Size | $69.7M |
| Employees | 4 |
| Peak AUM | $626.9MMar 2026 |
Total AUM
$627M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $627M | +38.6% | — | — | |
| Discretionary AUM | $536M | ||||
| Total AUM | $626.9M |
| Discretionary | $536.2M |
| Employees | 4 |
| Client Accounts | 9 |
Phone
512-466-9118
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$536M
85.5% of AUM
Non-Discretionary
$91M
14.5% of AUM
Disc. mix ▼ 14.5pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $91M | — | — | — |
| Total Accounts | 9 | +50.0% | — | — |
| Avg Account Size | $70M | 7.6% | — | — |
| Employees | 4 | +33.3% | +11.4% | — |
| AUM / Employee | $157M | +3.9% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $627M | +38.6% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 9 | +50.0% | — | — | |