Highgate Group USA Inc.

Overview

Highgate Group USA Inc. is a corporate-structured investment adviser that reports SEC registration in 2025 and is owned by a mix of a foreign entity and an individual. The firm serves both individuals and families as well as institutional clients, billing primarily as a percentage of assets under management. Its advisory menu includes financial planning and portfolio management for individuals, small businesses, and institutional entities. Highgate does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm has affiliations on the industry side as a broker-dealer and as another type of investment adviser. Its reported classification is unclassified and it does not act as a capital allocator on behalf of third-party managers.

Assets & Accounts

Investments & Alternatives