HIGHLANDX
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 315413
- Registered since
- July 8, 2021
Firm profile
FINTRXOverview
Highlandx is organized as a limited liability company and became SEC-registered in 2021. The firm functions principally as a sponsor and general partner, serving as the managing member of pooled investment vehicles rather than operating as a traditional retail RIA. The dataset indicates Highlandx is not positioned as a capital allocator to outside managers, does not identify as an active ESG investor, and is not designated as a multi-state 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
Owners & executives
1 of 1JESSICA HEALEY
Chief Financial OfficerCRD 6625483
Contacts
2 of 2COREY MULLOY
Co-Founder and Managing PartnerCRD 2509046
Craig Driscoll
MemberCRD 6933093
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1300 El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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