Highbury Pacific Capital Corp.
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 157778
- Registered since
- February 23, 2012
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Highbury Pacific Capital Corp. is an SEC-registered institutional RIA organized as a corporation and registered in 2012. The firm is owned by an individual and positions itself as a capital allocator serving institutional clients. Its advisory mandate centers on portfolio management for businesses or institutions and the selection of other advisers, and its fee arrangements include both percentage-of-AUM and fixed-fee structures. According to filings the firm does not identify as an active ESG investor and it does not operate as a multi-state adviser. Filings indicate Highbury Pacific typically acts through non-discretionary arrangements while performing advisory and manager-selection roles. The combination of an institutional client base and an explicit capital-allocation role suggests the firm runs bespoke mandates and uses external managers as part of its solution set.
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 Equities51%
- Private Funds27%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Gary Lee
Chief Compliance OfficerCRD 5918119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 14205 Se 36th St
- Time zone
- PT (UTC-8)
- Office locations
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