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HARBOURVEST PARTNERS LP

19 known aliases resolved via the canonical alias map

Market position · 2024

Plans served12Rank #1104 of mapped providers
Assets under administration$12.6B0.0%Market share · rank #997
Fees received$4MMedian $75,723/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical HARBOURVEST PARTNERS LP plan look like?
Service mix · median fees per plan
Count of plans where HARBOURVEST PARTNERS LP ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Investment management; Investment management fees paid indirectly by planCode 28
10$56,610
Investment management fees paid directly by plan; Custodial (securities); Investment managementCode 19
1$2,123,363
Investment management fees paid indirectly by planCode 52
1$87,229
Competitor overlap
Percent of HARBOURVEST PARTNERS LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under HARBOURVEST PARTNERS LP.
SponsorFromAssets
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001
CARDAY ASSOCIATES$146M
Plans lost in 2024
Appeared last year under HARBOURVEST PARTNERS LP; not this year.
SponsorToAssets
THE NATIONAL EDUCATION ASSOCIATIONDC · 530115260-333
BAILLIE GIFFORD OVERSEAS LTD$881M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001
$3.5B28,408$2M7y-
BOARD OF TRUSTEESNY · 131764242-001
$2.6B56,488$05y-
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001
$2.4B48,302$985,53910y-
BOARD OF TRUSTEES, EDISON PENSION TRUSTOR · 936061681-001
$1.0B8,208$64,2164y-
JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355MD · 526043608-001
$732M4,318$87,2296y-
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001
$683M4,993$598,5658y-
BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PLPA · 231990722-001
$624M4,626$199,6136y-
MASSACHUSETTS BRICKLAYERS & MASONS PENSION FUNDMA · 046128039-001
$547M4,220$113,2389y-
BD OF TRUSTEES-HEAT & FROST INSULATORS AND ALLIED WORKERS LOCAL 6 PENMA · 516135057-001
$166M1,514$38,0342y-
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001
$146M4,494$33,7924y-
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline

Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.

Aliases resolved (19)
Raw Schedule C names collapsed into HARBOURVEST PARTNERS LP.
  • HARBORVEST PARTNERS
  • HARBORVEST PARTNERS, LLC
  • HARBOURVEST
  • HARBOURVEST - BUYOUT FUND
  • HARBOURVEST - MEZZANINE FUND
  • HARBOURVEST - VENTURE FUND
  • HARBOURVEST 2017 GLOBAL FUND L.P.
  • HARBOURVEST 2018 GLOBAL FEEDER FUND
  • HARBOURVEST PAR VIII CAYMAN BUYOUT
  • HARBOURVEST PART VIII CAYMAN BUYOUT
  • HARBOURVEST PARTNERS
  • HARBOURVEST PARTNERS CAY MEZZ FUND
  • HARBOURVEST PARTNERS LLC
  • HARBOURVEST PARTNERS LP
  • HARBOURVEST PARTNERS VIII-CAYMAN
  • HARBOURVEST PARTNERS, LLC
  • HARBOURVEST PARTNERS, LP
  • HARBOURVEST PTNERS VIII CAYMAN FUND
  • HARBOURVEST VIII CAYM BUYOUT FD LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for HARBOURVEST PARTNERS LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with HARBOURVEST PARTNERS LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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