Highgate Group USA Inc.

Overview

Highgate Group USA Inc. is a corporate advisory firm that works primarily with individual and family clients, charging fees as a percentage of assets under management. The firm is owned by a combination of a foreign entity and an individual and is registered with the SEC as of 2025. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Highgate is not positioned as an active ESG investor, does not operate as a multi-state adviser, and does not describe itself as a capital allocator. The firm also maintains industry affiliations that include broker-dealer activity and operation as an investment adviser.

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Location & Offices