HIGHPASS ASSET MANAGEMENT LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 159535
- Registered since
- March 20, 2020
- Website
- www.highpassasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.68%
- Individuals7.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Highpass Asset Management LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2020 and owned by an individual principal. The firm serves individual and family clients and charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. Highpass does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The firm lists an accounting professional among its industry affiliations.
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
- Public Funds/Mutual Funds70%
- Exchange Traded Equities25%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2ETHAN BRAID
PresidentCRD 2935433
STELIANOS ELENIS
Tax AdvisorCRD 6890140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 4600 S Syracuse St
- Time zone
- MT (UTC-7)
- Office locations
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