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HIGHVISTA STRATEGIES LLC

200 Clarendon Street
50th Floor
Boston, Massachusetts 02116
Tel: 617-406-6500

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About HIGHVISTA STRATEGIES LLC

HIGHVISTA STRATEGIES LLC, formally registered with the SEC as HIGHVISTA STRATEGIES LLC. The firm was established in 03/26/2012. They have over 1 offices throughout the country.

HIGHVISTA STRATEGIES LLC is a Boston, Massachusetts based Financial Planning firm with nearly $5,375,707,300 assets under management, offering retirement planning & investment advisory services to 42 clients. The firm is staffed with 70 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155759
SEC#801-73524
Assets Managed by Firm$5,375,707,300
No. of Clients42
No. of Advisors70

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (CARRIED INTEREST)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total42$5,375,707,300

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