HARVEST VOLATILITY MANAGEMENT, LLC
CRD #146869 SEC #801-69037 NORWALK, CT 203-307-0600
SEC Registered Disclosures
Total AUM
$216.6M
Discretionary
$216.6M
Employees
5
Clients
--
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $216.6M | $216.6M | $0 | 5 | 69 |
| Mar 2024 | $216.6M | $216.6M | $0 | 5 | 69 |
| Mar 2023 | $1.9B | $1.9B | $0 | 13 | 0 |
| Oct 2022 | $5B | $5B | $0 | 11 | 0 |
| Apr 2022 | $5B | $5B | $0 | 11 | 0 |
| Mar 2022 | $5B | $5B | $0 | 11 | 0 |
| Jan 2022 | $3.7B | $3.7B | $0 | 20 | 0 |
| Jul 2021 | $3.7B | $3.7B | $0 | 20 | 0 |
| Mar 2021 | $3.7B | $3.7B | $0 | 20 | 0 |
| Mar 2021 | $3.7B | $3.7B | $0 | 20 | 0 |
| Jun 2020 | $4.8B | $4.8B | $0 | 26 | 0 |
| Jun 2020 | $4.8B | $4.8B | $0 | 26 | 0 |
| Mar 2020 | $4.8B | $4.8B | $0 | 26 | 0 |
| Aug 2019 | $10.5B | $10.5B | $0 | 19 | 0 |
| Mar 2019 | $10.5B | $10.5B | $0 | 19 | 0 |
| Dec 2018 | $12.5B | $12.5B | $0 | 16 | 1 |
| Apr 2018 | $12.5B | $12.5B | $0 | 16 | 1 |
| Mar 2018 | $12.5B | $12.5B | $0 | 16 | 1 |
| Mar 2017 | $8.8B | $8.8B | $0 | 15 | 800 |
| Mar 2016 | $6.2B | $6.2B | $0 | 13 | 600 |
| Mar 2015 | $6.2B | $6.2B | $0 | 10 | 600 |
| Feb 2015 | $5.4B | $5.4B | $0 | 11 | 500 |
| Mar 2014 | $5.4B | $5.4B | $0 | 11 | 500 |
| Mar 2014 | $5.4B | $5.4B | $0 | 11 | 500 |
| Jun 2013 | $4.4B | $4.4B | $0 | 6 | 200 |
| Feb 2013 | $2.7B | $2.7B | $0 | 6 | 200 |
| May 2012 | $2B | $2B | $0 | 1 | 26 |
| Mar 2012 | $1.6B | $1.6B | $0 | 1 | 26 |
| Mar 2011 | $866.1M | $866.1M | $0 | 5 | -- |
| Mar 2010 | $528M | $528M | $0 | 5 | -- |
| Mar 2008 | $0 | $0 | $0 | 5 | -- |
DateOct 2024
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees5
Clients69
DateMar 2024
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees5
Clients69
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees13
Clients0
DateOct 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees11
Clients0
DateApr 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees20
Clients0
DateJul 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees20
Clients0
DateJun 2020
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees26
Clients0
DateJun 2020
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees26
Clients0
DateMar 2020
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees26
Clients0
DateAug 2019
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees19
Clients0
DateDec 2018
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees16
Clients1
DateApr 2018
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees16
Clients1
DateMar 2018
Total AUM$12.5B
Discretionary$12.5B
Non-Disc.$0
Employees16
Clients1
DateMar 2017
Total AUM$8.8B
Discretionary$8.8B
Non-Disc.$0
Employees15
Clients800
DateMar 2016
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees13
Clients600
DateMar 2015
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees10
Clients600
DateFeb 2015
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees11
Clients500
DateMar 2014
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees11
Clients500
DateMar 2014
Total AUM$5.4B
Discretionary$5.4B
Non-Disc.$0
Employees11
Clients500
DateJun 2013
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees6
Clients200
DateFeb 2013
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees6
Clients200
DateMay 2012
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$866.1M
Discretionary$866.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$528M
Discretionary$528M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--