Harvey Partners, LLC

Overview

Harvey Partners, LLC is an SEC registered investment adviser based in Tarrytown, NY, registered since 2012. It reports $1.2B in assets under management across 16 accounts, with 5 employees.

Reported AUM

$1.2B

Discretionary

100%

Accounts

16

Average account

$76.7M

Employees

5

Registered since

2012

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• James Allen Schwartz Managing Member CRD 4375252
• Jeffrey Craig Moskowitz Managing Member CRD 1058165
• Anthony Felix Cimini Chief Compliance Officer, Chief Financial Officer CRD 6024714

Location

Headquarters

120 White Plains Rd
Tarrytown, NY 10591

County

Westchester

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Website: harveypartners.com

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