HIGHVISTA STRATEGIES LLC

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

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 Status	Approved
Firm CRD#	155759
SEC#	801-73524
Assets Managed by Firm	$5,375,707,300
No. of Clients	42
No. of Advisors	70

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 Clients	AUM
Firm Total	42	$5,375,707,300

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