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| Highlander Capital Management LLC
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|---|---|
| CRD # | 106667 |
| SEC # | 801-52286 |
| CIK # | 0001519113 |
| AUM | $231.2 MM (2023-03-22) |
| Employees | 7 (86% Investors, 86% Brokers) |
| Phone | 973-718-3511 |
| Address | 535 Millburn Avenue Short Hills, NJ 07078 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| UNH | 477.0 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| SYK | 74.8 | 0.0 | |
| AMGN | 130.1 | 0.0 | |
| HD | 277.6 | 0.0 | |
| CNX | 3.4 | 0.0 | |
| COST | 207.6 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| INGR | 5.9 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($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) | 211 | 62.7 |
| (b) Individuals (high net worth individuals) | 45 | 163.3 |
| (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 | 1 | 2.7 |
| (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 | 1 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 281 | 231.2 |
| By Discretionary | ||
| Discretionary | 278 | 228.4 |
| Non-Discretionary | 3 | 2.7 |
| Total | 281 | 231.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.2 | |
| Total | 281 | 231.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| 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 - 2023 |
|---|---|---|
| 13F-HR | [0001519113] |
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|---|---|---|
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