Harvey Partners provides investment management services to private investment funds and separately managed accounts. Harvey invests primarily in global equity securities. Harvey does not tailor advisory services to the individual needs of individual investors. The firm is owned and controlled by Jeffrey C. Moskowitz and James A. Schwartz.
Fee Structure
Harvey Partners manages investments for private investment funds and separately managed accounts. Fees are based on the net assets of the fund, as disclosed in each fund's offering memorandum. An annual management fee of 1% or 1.5%, based on the liquidity of the investor's share class or series, is calculated and payable quarterly in advance. Harvey is also entitled to an incentive fee or allocation that ranges from 17.50% to 20% of the annual net profits allocable to an investor's capital account (or shares). For Series L interests, Harvey is entitled to an incentive allocation equal to 15% of the outperformance of the relevant index. Any separately managed accounts that Harvey may manage will be charged fees on a case-by-case basis, which may include management fees and/or performance-based compensation.