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| Highland Consulting Associates Inc
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|---|---|
| CRD # | 109834 |
| SEC # | 801-46040 |
| CIK # | |
| AUM | 21.93 B (2026-03-18) |
| Employees | 28 (61% Investors, 0% Brokers) |
| Phone | 440-808-1500 |
| Address | 159 Crocker Park Blvd, Suite 350 Cleveland, OH 44145-8132 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 0.0 |
| (b) Individuals (high net worth individuals) | 39 | 0.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 97 | 19.7 |
| (h) Charitable organizations | 18 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 468 | 21.9 |
| By Discretionary | ||
| Discretionary | 56 | 0.6 |
| Non-Discretionary | 412 | 21.3 |
| Total | 468 | 21.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 21.9 | |
| Total | 468 | 21.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 4 |
| Serves | Institutional, Retail, Research |
| LEI | 254900G9VHQ8M07MMK58 |
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|---|---|---|
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Goldman Sachs Asset Management Hong Kong Limited
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|
Newedge Wealth LLC
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|
Park Avenue Securities LLC
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