Overview
Assets Under Management: $5.3 billion
Headquarters: BOSTON, MA
Frequently Asked Questions
HIGHVISTA PRIVATE 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 #139068), HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC is headquartered in BOSTON, MA.
According to their SEC Form ADV, HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC offers portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC manages $5.3 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC serves pooled investment vehicles and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.56%
Total Client Accounts: 58
Discretionary Accounts: 58
Regulatory Filings
CRD Number: 139068
Filing ID: 1818796
Last Filing Date: 2024-03-28 15:16:00