HIGHMOUNT CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
324679
Registered since
January 30, 2023

Firm profile

FINTRX

Overview

Highmount Capital Management, LLC is a privately owned investment adviser that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s registration as an SEC adviser dates to 2023 and its legal form is a limited liability company. Highmount’s principal activity is running private investment funds rather than managing separate advisory accounts for retail clients; it is not identified as an active ESG investor and does not present itself as a multi-state advisory platform. The firm’s role as sponsor, GP and managing member indicates a hands-on fund-management posture: sourcing, underwriting and exercising active oversight of portfolio company investments through pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Scott Flucke

    COO and General CounselCRD 8064085

  • DAVID HAWKINS

    GENERAL PARTNER, CIOCRD 4976173

  • JASON ILLIAN

    General Partner and CEOCRD 3276147

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
46 Howard St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth