Institutional
    SEC Registered

    Harbert Fund Advisors, LLC

    Registered investment advisor · Birmingham, Alabama · CRD #110577

    Assets Under Management
    $7.8B
    Client Accounts
    44
    Employees
    147
    CRD Number
    110577
    Registration
    SEC Registered
    Custodian
    J.p. Morgan Securities Llc, Wells Fargo Clearing Services, Llc, Goldman Sachs & Co. Llc, Morgan Stanley & Co. Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Harbert Fund Advisors, LLC

    Investment Adviser Firm Summary. HARBERT FUND ADVISORS, LLC ( CRD # 110577 ... In addition, some investment advisers manage investment portfolios and offer ... Harbert Fund Advisors, LLC (“HFA”) was formed in 1993 and registered with the SEC in October 1998. Its parent company, Harbert Management ... Harbert Fund Advisors, LLC is an investment advisory firm headquartered in Birmingham, Alabama. The firm manages approximately $8.03 billion in assets, ...

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Harbert Fund Advisors, LLC

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    Frequently Asked Questions

    What is Harbert Fund Advisors, LLC's AUM?

    Harbert Fund Advisors, LLC reports approximately $7.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Harbert Fund Advisors, LLC headquartered?

    Harbert Fund Advisors, LLC is headquartered in Birmingham, Alabama.

    What is Harbert Fund Advisors, LLC's CRD number?

    Harbert Fund Advisors, LLC's CRD number is 110577. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Harbert Fund Advisors, LLC manage?

    Harbert Fund Advisors, LLC manages approximately 44 client accounts according to its latest SEC filing.

    Is Harbert Fund Advisors, LLC SEC registered?

    Yes, Harbert Fund Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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