EMPOWER HARVEST MANAGEMENT SERVICES, INC.

Thesis

Empower Harvest Management Services, Inc. operates as an Exempt Reporting Adviser (ERA) focusing on investment advice and portfolio management. The firm manages a private fund with a gross asset value of $38,416,825 as of March 30, 2026, requiring a minimum investment commitment of $10,000,000. While the specific type of private fund is not detailed, it could include hedge fund, liquidity fund, private equity fund, real estate fund, securitized asset fund, or venture capital fund. The firm's strategy may involve tax-loss harvesting, a method to reduce tax liability by intentionally realizing capital losses. Its affiliation with Empower Investments, which manages over $246 billion, suggests a focus on retirement investors and a broad range of financial solutions. The geographic scope is not explicitly defined but its affiliates operate broadly, with headquarters for Empower entities in Greenwood Village, Colorado. The firm's ERA filing with the SEC became effective on July 6, 2016, and its broader corporate history dates back to 1891, with the modern iteration of Empower launched in 2014.