Chief Operating Officer · Harbourview Equity Partners, LLC
Peter J. Phung
CRD 6269634 · Named on Form ADV at one SEC-registered adviser
At a glance
Harbourview Equity Partners, LLC, an SEC-registered private fund adviser based in Newark, NJ with $3.9 billion in regulatory assets, lists Peter J. Phung on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Harbourview Equity Partners, LLCChief Operating OfficerPrivate fund adviser · Newark, NJ · $3.9B in regulatory assets
AtlasMembers
Peter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sherrese C. SoaresManager, Chief Executive Officer, Harbourview Equity Partners, LLC
- Christine E. MasonChief Compliance Officer, Harbourview Equity Partners, LLC
- Michael K. AgyilirahChief Financial Officer, Harbourview Equity Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Peter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.