HIGHLAND CAPITAL PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
7
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
161205
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Highland Capital Partners is organized as a limited liability company and has been SEC-registered since 2012. The firm is owned by an individual and is classified as unclassified in the provided data. Its primary role is operating as sponsor, general partner and managing member of pooled investment vehicles, indicating the business is centered on forming and managing private funds rather than running separate advisory accounts for individual clients. The firm is not identified as an active ESG investor, not a multi-state adviser, and is not listed as a capital allocator, pension consultant, related adviser, or newly formed adviser in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JESSICA HEALEY

    Chief Financial OfficerCRD 6625483

Contacts

3 of 6
  • DANIEL NOWISZEWISKI

    PartnerCRD 6039257

  • ROBERT DAVIS

    General PartnerCRD 4644037

  • COREY MULLOY

    Co-Founder and Managing PartnerCRD 2509046

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
1 Broadway 14 Th
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth