HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
Firm details
- Headquarters
- CLEVELAND, Ohio
- CRD number
- 282906
- Registered since
- March 10, 2016
- Custodians
- SUN LIFE ASSURANCE COMPANY OF CANADA, FIDELITY INVESTMENTS CANADA ULC, THE CANADA LIFE ASSURANCE COMPANY, THE MANUFACTURERS LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans78.43%
- HNWI21.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Highland Consulting Associates International, Inc. is a small, SEC-registered corporate adviser that functions primarily as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm combines discretionary portfolio management with significant non-discretionary advisory work and advisor-selection services, indicating a hybrid model where it manages some mandates directly while directing other capital to external managers. Investment activity centers on private fund exposure: the firm shows a clear preference for private funds as its dominant asset type and allocates to a range of third-party alternative managers. Advisory services listed include portfolio management for individuals, small businesses and institutions, plus pension consulting and the selection of other advisers. Highland Consulting Associates International, Inc. charges clients via a mix of percentage-of-AUM, hourly fees and fixed fees, which aligns with a consulting-first practice that also accepts managed relationships. The firm is not flagged as an active ESG investor and is not a multistate adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds78%
- Public Funds/Mutual Funds10%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Other3%
Contacts
2 of 2KEVIN MAHON
ConsultantCRD 4954773
RICHARD VERES
Co-FounderCRD 1344302
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEVELAND, OH
CUYAHOGA
Location
CLEVELAND, OH
Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- CUYAHOGA
- Address
- 159 Crocker Park Blvd
- Time zone
- ET (UTC-5)
- Office locations
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