Overview
Formed in January 2006, Harvey Partners, LLC (“Harvey”, the “Adviser”, “we”, “us”, “our”
or the “Firm”) is a Delaware limited liability company that provides investment management
services to Harvey SMidCap Fund, LP, Harvey QP, LP, Harvey SMidCap Offshore Fund, Ltd.,
and Harvey Master Fund, LP (collectively, the “Funds”). We provide advice to the Funds
based on specific investment objectives and strategies and do not tailor advisory services to
the individual needs of individual investors.
Harvey QP, LP (the “Onshore Feeder Fund”) is a domestic fund formed in Delaware whose
investors are generally U.S. taxable individuals and entities. Harvey SMidCap Offshore Fund,
Ltd. (the “Offshore Feeder Fund”) is a fund formed in the Cayman Islands, whose investors
are generally foreign individuals and entities or U.S. tax-exempt investors. The assets of the
Onshore Feeder Fund and the Offshore Feeder Fund are invested in Harvey Master Fund, LP
(the “Master Fund”).
In addition to advising the Master Fund, Harvey is also the advisor to the Harvey SMidCap
Fund, LP, (the “Domestic Fund”) a domestic fund, formed in Delaware. Series L of the
Domestic Fund will participate in substantially all of the investments made by the Domestic
Fund other than short positions.
In managing
the Master Fund and the Domestic Fund, Harvey invests significantly all of its
assets in global equity securities. The Master Fund and the Domestic Fund are managed on a
pari passu basis.
Harvey also advises Separately Managed Accounts (the “SMAs”).
In the future, we may provide discretionary and/or non-discretionary investment advice to
other private investment funds and/or separately managed accounts (collectively, “Clients”).
The Firm is wholly owned and controlled by Jeffrey C. Moskowitz and James A. Schwartz (the
“Managing Members”).
Katal Partners, LLC is the general partner of the Onshore Feeder Fund, the Master Fund and
the Domestic Fund (the “Fund General Partner”). Like Harvey, the Fund General Partner
is wholly owned by Mr. Moskowitz and Mr. Schwartz. The Fund General Partner is a relying
adviser pursuant to the SEC’s no-action guidance and the Instructions to Form ADV. Unless
and only to the extent that the context otherwise requires, references to “Harvey,” “we,”
“us,” “our” or the “Firm” herein are deemed to include references to the Fund General
Partner.
As of December 31, 2023, the Firm managed approximately $978,704,000 in regulatory assets
under management (“RAUM”), all of which is managed on a discretionary basis.