Hv Manco, Llc
- Regulatory AUM
- $3.9B
- Discretionary
- $3.9B
- Clients
- 7
- Avg AUM / client
- $554M
- Accounts
- 7
- Employees
- 45
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $3.9B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hv Jvco I, Llc | Private Equity Fund | Delaware | $792M | 1 |
| Harbourview Royalties Master Fund I, L.P. master | Private Equity Fund | Delaware | $408M | 11 |
| Hvep Growth Equity Strategy Fund, L.P. | Private Equity Fund | Delaware | $564K | 4 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Soares, Sherrese, Clarke | Manager, Chief Executive Officer | Jul 2021 (5y) | ≈ 42.19% – 100% via Harbourview Equity Partners, Llc | |
| Mason, Christine, Elizabeth | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Agyilirah, Michael, Kabenla | Chief Financial Officer | Jan 2022 (5y) | Less than 5% | |
| Phung, Peter, John | Chief Operating Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hvep Holdco, Llc | Member | Jul 2021 | A | 75% or more |
| Harbourview Equity Partners, Llc | Member | Jul 2021 | B | ≈ 56.25% – 100% via Hvep Holdco, Llc |
| Harbourview Equity Partners Holdings, Llc | Member | Jan 2024 | B | ≈ 42.19% – 100% via Harbourview Equity Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Soares, Sherrese, Clarke: 75% – 100% of Harbourview Equity Partners, Llc × 75% – 100% of Hvep Holdco, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Harbourview Equity Partners, Llc: 75% – 100% of Hvep Holdco, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Harbourview Equity Partners Holdings, Llc: 75% – 100% of Harbourview Equity Partners, Llc × 75% – 100% of Hvep Holdco, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
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, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hv Jvco I, Llc | Private Equity Fund | $792M | $0 | 1 |
| Harbourview Royalties Master Fund I, L.P. | Private Equity Fund | $408M | $5.0M | 11 |
| Hvep Growth Equity Strategy Fund, L.P. | Private Equity Fund | $564K | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.28 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
- • Performance-based fees
- • Other fees
- • PERCENTAGE OF INVESTED CAPITAL
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗