HIGHVIEW CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BUFFALO GROVE, Illinois
- CRD number
- 306195
- Registered since
- May 24, 2021
- Website
- www.hv-cap.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.43%
- Charitable Organizations2.07%
- Individuals0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Highview Capital Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm bills on a percentage-of-AUM basis and provides financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. It identifies equities as a primary preference and does not characterize itself as an active ESG investor. The firm’s advisory scope and its self-description as a capital allocator indicate a mix of in-house portfolio management and third‑party manager selection. Highview is not positioned as a pension consultant, is not a multi-state adviser per its registration metadata, and reports being owned by an individual.
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
- Exchange Traded Equities73%
- Public Funds/Mutual Funds21%
- Non-Exchange Traded Equities5%
- State & Local Bonds1%
Contacts
3 of 4BRIAN VOGLER
Investment AnalystCRD 6288722
MARK SANSOTERRA
Managing Partner and Co-FounderCRD 7225934
MICHAEL MCNITT
Managing PartnerCRD 5662484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$105M in ETFs
99%
$103M
0%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $17.1M | 26,202 | 16.36% |
Location
BUFFALO GROVE, IL
LAKE
Location
BUFFALO GROVE, IL
Headquartered in BUFFALO GROVE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 2150 E Lake Cook Rd
- Time zone
- CT (UTC-6)
- Office locations
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