Ohiggins Asset Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 107194
- Registered since
- October 26, 2020
- Website
- www.ohiggins.com
- Custodians
- THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Charitable Organizations57.11%
- Corporations / Businesses35.13%
- HNWI5.38%
- Individuals2.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ohiggins Asset Management Inc is an independent registered investment adviser that serves both individual/family clients and institutional accounts. The firm provides financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee model is flexible: it charges a percentage of assets under management, can assess fixed fees, and may structure performance-based fees where appropriate. Investment positioning is conservative-to-core, with a clear preference for pooled public vehicles. The firm does not identify as an active ESG investor and is not a capital allocator — it does not appear to run proprietary funds or seed external managers. Since its SEC registration in 2020, Ohiggins has organized portfolios around third-party mutual funds and similar public fund structures rather than direct hedge fund or private equity strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds88%
- US Government Bonds6%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Donna O'higgins
Vice President and Chief Financial OfficerCRD 4348382

Michael Ohiggins
President and Chief Investment OfficerCRD 351569
Contacts
1 of 1Sean O'higgins
Investment AdvisorCRD 4712728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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