Wealth Manager
    SEC Registered

    Pgim Custom Harvest LLC

    Registered investment advisor · Newark, New Jersey · CRD #290235

    Assets Under Management
    $6.9B
    Client Accounts
    8,702
    Employees
    68
    CRD Number
    290235
    Registration
    SEC Registered
    Custodian
    Ubs Financial Services Inc., Morgan Stanley Smith Barney Llc, Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

    About Pgim Custom Harvest LLC

    PGIM, Inc. is the global investment management arm of Prudential Financial, Inc., based in Newark, New Jersey. As of September 30, 2025, PGIM manages over $1.5 trillion in assets across various markets, including fixed income, equity, real estate, alternatives, and multi-asset strategies. The company has a rich history dating back to Prudential Financial's founding in 1875 and has evolved its investment management operations significantly over the years. With a presence in 31 offices worldwide,

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Pgim Custom Harvest LLC

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    Frequently Asked Questions

    What is Pgim Custom Harvest LLC's AUM?

    Pgim Custom Harvest LLC reports approximately $6.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pgim Custom Harvest LLC headquartered?

    Pgim Custom Harvest LLC is headquartered in Newark, New Jersey.

    What is Pgim Custom Harvest LLC's CRD number?

    Pgim Custom Harvest LLC's CRD number is 290235. 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 Pgim Custom Harvest LLC manage?

    Pgim Custom Harvest LLC manages approximately 8,702 client accounts according to its latest SEC filing.

    Is Pgim Custom Harvest LLC SEC registered?

    Yes, Pgim Custom Harvest LLC is registered with the SEC as an investment adviser with an approved registration status.

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