Highvista Strategies LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 155759
- Registered since
- March 26, 2012
- Website
- www.highvistastrategies.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles83.33%
- State / Municipal Government16.67%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Highvista Strategies LLC is a multi-strategy investment manager that combines hedge fund, private equity and real estate activities under a single firm. Founded and SEC-registered in 2012, the firm operates as a limited liability company and serves primarily institutional clients. Its business model includes operating as a commodity pool operator/commodity trading advisor (CPO/CTA) and sponsoring pooled investment vehicles while also performing selection of sub‑advisers and providing portfolio management for pooled vehicles and for institutional balance sheets. Fee arrangements include asset-based fees and incentive/performance fees, along with other fee lines. Highvista 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
- Private Funds100%
Owners & executives
3 of 3
Andre Perold
CIOCRD 4660204
Nicholas Boston
Partner & Chief Compliance OfficerCRD 7886328
Raphael Schorr
Partner, Chief Investment OfficerCRD 6024816
Contacts
3 of 3Luke Chan
PartnerCRD 5749668
Ronald Landen
PartnerCRD 6387183
Caroline Page
PartnerCRD 4689911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$28.2M in ETFs
100%
$28.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO DB COMMODITY INDEX TRACKING FUND (DBC) | Invesco | Passive | Commodities Broad Basket | $28.2M | 1,057,238 | 100.00% |
Location
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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