|
⚲
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| Highview Capital Management LLC
✚
| |
|---|---|
| CRD # | 306195 |
| SEC # | 801-121296 |
| CIK # | |
| AUM | $280.7 MM (2024-06-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 888-757-6610 |
| Address | 2150 E Lake Cook Road Buffalo Grove, IL 60089 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.7 |
| (b) Individuals (high net worth individuals) | 61 | 271.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 8.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 280.7 |
| By Discretionary | ||
| Discretionary | 184 | 280.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 280.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.7 | |
| Total | 184 | 280.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kirkwood Financial Services
✚
|
TX | 0.3 |
|
ODER Investment Management LLC
✚
|
CA | 0.3 |
|
Palm Valley Capital Management LLC
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|
FL | 0.3 |
|
Paragon Financial Partners Inc
✚
|
CA | 0.3 |
|
Paragon Financial Services
✚
|
VA | 0.3 |
|
The Money Advisor Group LLC
✚
|
GA | 0.3 |
|
Heritage Financial LLC
✚
|
VA | 0.3 |
|
Walpole Financial Advisors LLC
✚
|
CA | 0.3 |
|
Laraway Financial Advisors Inc
✚
|
MN | 0.3 |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 0.3 |