HIGHLANDX

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
315413
Registered since
July 8, 2021

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JESSICA HEALEY

    Chief Financial OfficerCRD 6625483

Contacts

2 of 2
  • COREY MULLOY

    Co-Founder and Managing PartnerCRD 2509046

  • Craig Driscoll

    MemberCRD 6933093

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth