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| Highlander Capital Management LLC
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| |
|---|---|
| CRD # | 106667 |
| SEC # | 801-52286 |
| CIK # | 0001519113 |
| AUM | $351.8 MM (2024-03-22) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 973-718-3511 |
| Address | 535 Millburn Avenue Short Hills, NJ 07078 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Highlander Bank Holdings LLC | [2012-03-23] | 3.1 | 0.3 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 82.5 |
| (b) Individuals (high net worth individuals) | 62 | 261.3 |
| (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 | 2 | 8.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 351.8 |
| By Discretionary | ||
| Discretionary | 374 | 318.3 |
| Non-Discretionary | 14 | 33.5 |
| Total | 388 | 351.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.8 | |
| Total | 388 | 351.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Ryan Macwright | 1 | ||
| Highlander Bank Advisors LLC | 1 | ||
| Highlander Capital Management LLC | 1 | ||
| Ellen Sandler | 1 | ||
| Eckart Weeck | 1 | ||
| Douglas Macwright | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001519113] |
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|---|---|---|
|
Friedlander & Co Inc
✚
|
WI | 0.5 |
|
Freedom Day Solutions LLC
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TX | 0.4 |
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CT | 0.4 |
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Salem Partners Wealth Management LLC
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CA | 0.4 |
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Sam Advisors LLC
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CA | 0.3 |
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American Alpha Advisors LLC
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NY | 0.3 |
|
AVOS Capital Management LLC
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WA | 0.2 |
|
Huntington Management LLC
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|
IL | 0.2 |
|
HMS Capital Management LLC
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|
TN | 0.2 |
|
South Shore Capital Advisors LLC
✚
|
MA | 0.2 |