Highgate Financial Partners

Overview

Highgate Financial Partners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individuals, families and small businesses, charging clients as a percentage of assets under management. It operates as a discretionary manager for its clients and does not position itself as a capital allocator. Highgate is not identified as an active ESG investor and does not operate as a multi-state adviser per the available data.

Assets & Accounts

Investments & Alternatives