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| Happy Holidays!! thanks for using AUM13F!! |
| Highland Capital Management LLC
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| CRD # | 104842 |
| SEC # | 801-8762 |
| CIK # | 0000860486, 0001107729, 0001167365 |
| AUM | $3.5 B (2025-03-13) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 901-761-9500 |
| Address | 850 Ridge Lake Blvd Memphis, TN 38120 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 0.1 |
| (b) Individuals (high net worth individuals) | 449 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 171 | 0.9 |
| (h) Charitable organizations | 79 | 0.5 |
| (i) State or municipal government entities | 117 | 0.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 0.1 |
| (n) Other | 10 | 0.1 |
| Total | 1,042 | 3.5 |
| By Discretionary | ||
| Discretionary | 1,042 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,042 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 1,042 | 3.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000860486] | |
| D | [0001107729] | |
| 13F-HR | [0001167365] | |
| 13F-NT | [0001167365] | |
| 3 | [0001167365] | |
| 4 | [0001167365] | |
| SC 13D | [0001167365] | |
| SC 13G | [0001167365] |
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