Highline Wealth Partners
Firm details
- Headquarters
- Sherman Oaks, California
- CRD number
- 284712
- Registered since
- September 6, 2016
- Website
- www.highlinewp.com
- Custodians
- CHARLES SCHWAB & CO., INC., APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.42%
- Individuals12.85%
- Pension & Profit Sharing Plans12.23%
- Charitable Organizations4.42%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Highline Wealth Partners is an independent registered investment adviser organized as an LLC and operating since 2016. The firm serves both individual/family clients and institutional accounts, offering a mix of financial planning and discretionary portfolio management across private clients, small businesses and institutions. Its fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements. The adviser functions as a capital allocator that hires third-party managers and also has industry roles as an adviser/sponsor and managing member or GP of pooled investment vehicles. Service lines extend beyond portfolio management to pension consulting, selection of other advisers, periodic publications and client-facing educational seminars. Highline does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds53%
- Exchange Traded Equities17%
- Cash & Cash Equivalents13%
- Other12%
- US Government Bonds2%
Owners & executives
3 of 3
David Yoshioka
Chief Operations OfficerCRD 4537826
Lisa Sternberg
Chief Operations Officer / Chief Compliance OfficerCRD 1998793
Richard Barnett
Chief Investment OfficerCRD 1667160
Contacts
3 of 14
Sevag Ossipian
Investment Adviser RepresentativeCRD 8209216
Ryan Meacham
Investment AdviserCRD 5113562
Lionel Tapiero
Senior Client ExecutiveCRD 6244567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 208Active vs passive
$257M in ETFs
67%
$172M
31%
$85.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $39.9M | 787,994 | 15.49% |
Location
Sherman Oaks, CA
Los Angeles
Location
Sherman Oaks, CA
Headquartered in Sherman Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 15260 Ventura Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Belay Investment Group, LLC
RIASherman Oaks, CA
Davidson Kahn Capital Management, LLC
RIASherman Oaks, CA
Katam Hill LLC
RIASherman Oaks, CA
Shucha Wealth Management LLC
RIASherman Oaks, CA
Highline Asset Management, LLC
RIASherman Oaks, CA
KB Private Wealth Management Group
RIASherman Oaks, CA