other names
  • HIGHVIEW CAPITAL MANAGEMENT, LLC
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Adviser Profile

As of Date 02/06/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
Registration SEC, Approved, 05/24/2021
Other registrations (1)
Former registrations

HIGHVIEW CAPITAL MANAGEMENT, LLC

AUM* 363,611,405 37.21%
of that, discretionary 363,611,405 37.21%
Private Fund GAV* 0
Avg Account Size 1,756,577 12.68%
% High Net Worth 83.12% -9.33%
SMA’s No
Private Funds 0
Contact Info 888 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

232M 199M 166M 133M 100M 66M 33M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary