HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2006
Total AUM
$6.5B
Discretionary
$6.5B
100% of AUM
Avg account
$91.3M
Accounts
71
Employees
80
Advisory reps
6

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
139068
Registered since
January 30, 2006
Custodians
SILICON VALLEY BANK
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles91.12%
  • Charitable Organizations5.8%
  • Insurance Companies2.32%
  • State / Municipal Government0.75%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Highvista Private Capital Management LLC is an SEC-registered investment manager (registered in 2006) that operates as a hybrid alternative manager: its registration and filings describe it as a hedge fund, private equity fund manager and a multifaceted fund manager. The firm’s client base is institutional, and its advisory work centers on managing pooled investment vehicles, providing portfolio management for businesses or institutions, and selecting other advisers. Highvista also functions in sponsor/GP and CPO/CTA capacities for pooled vehicles. Its fee arrangements include percentage-of-AUM fees, performance-based fees and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • NICHOLAS BOSTON

    Partner & Chief Compliance OfficerCRD 7886328

  • ANDRE PEROLD

    CIOCRD 4660204

  • RAPHAEL SCHORR

    Partner, Chief Investment OfficerCRD 6024816

Contacts

3 of 3
  • LUKE CHAN

    PartnerCRD 5749668

  • CAROLINE PAGE

    PartnerCRD 4689911

  • RONALD LANDEN

    PartnerCRD 6387183

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth