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| Happy Holidays!! thanks for using AUM13F!! |
| Highview Capital Management LLC
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|---|---|
| CRD # | 306195 |
| SEC # | 801-121296 |
| CIK # | |
| AUM | $363.6 M (2025-02-06) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 888-757-6610 |
| Address | 2150 E Lake Cook Road Buffalo Grove, IL 60089 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 1.5 |
| (b) Individuals (high net worth individuals) | 64 | 350.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 207 | 363.6 |
| By Discretionary | ||
| Discretionary | 207 | 363.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 207 | 363.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.6 | |
| Total | 207 | 363.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The David J Yvars Group Inc
✚
|
0.4 | |
|
Tealwood Asset Management Inc
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MN | 0.4 |
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Eukles Asset Management LLC
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OH | 0.4 |
|
Petix & Botte Company
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CA | 0.4 |
|
Alexander Randolph Advisory Inc
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VA | 0.4 |
|
Schulz Wealth Ltd
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TX | 0.4 |
|
Proctor Financial Inc
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|
MA | 0.4 |
|
Harbor Wealth Management LLC
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WI | 0.4 |
|
Capstone Wealth Management LLC
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|
AL | 0.4 |
|
MWM Group LLC
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|
NY | 0.4 |