HIGHPOST CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$657M
Discretionary
$657M
100% of AUM
Avg account
$25.3M
Accounts
26
Employees
14
Advisory reps
4

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
307798
Registered since
November 27, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.53%
  • HNWI1.47%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Highpost Capital, LLC is a privately organized investment manager that operates as a fund sponsor and adviser to pooled vehicles. Formed as an LLC and SEC-registered in 2020, the firm is positioned as a multifaceted fund manager with emphases on private equity and venture capital strategies. Its advisory mandate centers on portfolio management for pooled investment vehicles rather than acting as a traditional discretionary allocator across separate client portfolios. Clients include both high-net-worth individuals and institutional investors. The firm charges both asset-based fees and performance-linked fees, and it is involved in sponsor/GP roles as well as other industry functions such as broker-dealer and investment adviser activities. Highpost does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

2 of 2
  • GARY BIALIK

    Chief Financial Officer & Chief Compliance OfficerCRD 3103919

  • DAVID MOROSS

    Co-Founder, Chairman & CEOCRD 6025417

Contacts

2 of 2
  • DAVID GUBBAY

    Senior Managing DirectorCRD 1744569

  • MARK BEZOS

    Co-FounderCRD 7236159

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
180 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth