HIGHGATE FINANCIAL PARTNERS

Overview

Highgate Financial Partners is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses. The advisor runs a concentrated book of clients and structures relationships on a percentage-of-AUM fee model. Asset allocation tilts toward liquid public funds and mutual funds as the core sleeve of client portfolios, while the firm selectively uses alternative private offerings to complement those core holdings. The firm does not present itself as an ESG-focused manager and operates under a single-state footprint rather than as a multi-state adviser. Investment activity centers on blended portfolios for individual and family clients, with emphasis on diversification through public mutual funds and the selective addition of private-market exposures. Given the client base and scale, Highgate Financial Partners appears to use third-party managers or placement vehicles to access venture capital, private placements and direct real estate opportunities rather than building proprietary alternative strategies in-house.

Assets & Accounts

Investments & Alternatives

Location & Offices