Allocator Index · CRD 110482

HARVEY INVESTMENT COMPANY, LLC

Louisville, KY · 502-339-8270 · harveyinvestment.com

SEC IAPD record ↗

Fit score

54

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

163

Other individuals

13

HNW assets

$902.0M

Total AUM

$1.03B

Employees

4

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.