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| Highland Capital Management LLC
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|---|---|
| CRD # | 104842 |
| SEC # | 801-8762 |
| CIK # | 0001107729, 0001167365, 0000860486 |
| AUM | $3.8 B (2026-03-25) |
| Employees | 21 (62% Investors, 0% Brokers) |
| Phone | 901-761-9500 |
| Address | 850 Ridge Lake Blvd Memphis, TN 38120 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 0.1 |
| (b) Individuals (high net worth individuals) | 450 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 85 | 0.9 |
| (h) Charitable organizations | 77 | 0.5 |
| (i) State or municipal government entities | 107 | 0.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.1 |
| (n) Other | 14 | 0.1 |
| Total | 956 | 3.8 |
| By Discretionary | ||
| Discretionary | 956 | 3.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 956 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 956 | 3.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000860486] | |
| D | [0001107729] | |
| 13F-HR | [0001167365] | |
| 13F-NT | [0001167365] | |
| 3 | [0001167365] | |
| 4 | [0001167365] | |
| SC 13D | [0001167365] | |
| SC 13G | [0001167365] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ancora Private Wealth Advisors LLC
✚
|
OH | 3.9 |
|
Two West Capital Advisors LLC
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|
KS | 3.9 |
|
Alamo Advisors LP
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|
TX | 3.9 |
|
BFC Planning Inc
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|
IA | 3.8 |
|
G W Henssler & Associates Ltd
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|
GA | 3.8 |
|
Miller Howard Investments Inc
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|
NY | 3.8 |
|
Kingswood Wealth Advisors LLC
✚
|
CA | 3.8 |
|
van Berkom and Associates Inc
✚
|
3.8 | |
|
Alken Asset Management Ltd
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|
3.8 | |
|
Schwartz Investment Counsel Inc
✚
|
MI | 3.8 |