Overview
Assets Under Management: $364 million
Headquarters: BUFFALO GROVE, IL
High-Net-Worth Clients: 64
Average Client Assets: $5 million
Frequently Asked Questions
HIGHVIEW CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306195), HIGHVIEW CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HIGHVIEW CAPITAL MANAGEMENT, LLC is headquartered in BUFFALO GROVE, IL.
HIGHVIEW CAPITAL MANAGEMENT, LLC serves 64 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, HIGHVIEW CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HIGHVIEW CAPITAL MANAGEMENT, LLC manages $364 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, HIGHVIEW CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.41
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 207
Discretionary Accounts: 207
Regulatory Filings
CRD Number: 306195
Last Filing Date: 2025-02-06 00:00:00
Website: https://hv-cap.com