Harber Capital Llc
- Regulatory AUM
- $493M
- Discretionary
- $493M
- Clients
- 3
- Avg AUM / client
- $164M
- Accounts
- 3
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $493M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $837M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Graham Institutional Partners, Lp | Hedge Fund | Delaware | $679M | 51 |
| Graham Partners, Lp | Hedge Fund | Delaware | $107M | 15 |
| Graham Growth Partners, Lp | Hedge Fund | Delaware | $50.6M | 26 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Akoya Retirement Plan Akoya Biosciences, Inc | 2024 | |
| Aarp Employees' Pension Plan Aarp | Washington, DC | 2024 |
| Th2 Connect Llc 401(k) Retirement Plan Th2 Connect Llc | 2024 | |
| Bridgeway Benefit Technologies, Llc 401(k) Retirement Savings Plan Bridgeway Benefit Technologies, Llc | 2024 | |
| E.R. Jahna Industries, Inc. 401(k) Plan E.R. Jahna Industries, Inc. | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berry, Harold, Walton | Managing Member Of Filing Adviser And Of Relying Adviser | Dec 2006 (20y) | 75% or more | |
| Wallis, Gregory, Michael | Director Of Trading Of Filing Adviser And Of Relying Adviser | Dec 2006 (20y) | Less than 5% | |
| Davis, Joshua, Winborne | Cfo & Cco Of Filing Adviser And Of Relying Adviser | Mar 2011 (15y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $837M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Graham Institutional Partners, Lp | Hedge Fund | $679M | $5.0M | 51 |
| Graham Partners, Lp | Hedge Fund | $107M | $1.0M | 15 |
| Graham Growth Partners, Lp | Hedge Fund | $50.6M | $1.0M | 26 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Akoya Retirement Plan | Akoya Biosciences, Inc | 166 | $18.0M | 01/01/2024 |
| Aarp Employees' Pension Plan | Aarp | 2,180 | $1.6B | 01/01/2024 |
| Th2 Connect Llc 401(k) Retirement Plan | Th2 Connect Llc | 45 | $5.8M | 01/01/2024 |
| Bridgeway Benefit Technologies, Llc 401(k) Retirement Savings Plan | Bridgeway Benefit Technologies, Llc | 358 | $77.9M | 01/01/2024 |
| E.R. Jahna Industries, Inc. 401(k) Plan | E.R. Jahna Industries, Inc. | 146 | $26.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗