Highvista Private Capital Management LLC

RIASEC Registered
Total AUM
$6.5B
Discretionary
$6.5B
100% of AUM
Avg account
$91.3M
Accounts
71
Employees
80
Advisory reps
6

Firm details

Headquarters
Boston, Massachusetts
CRD number
139068
Registered since
January 30, 2006
Custodians
SILICON VALLEY BANK
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles91.12%
  • Charitable Organizations5.8%
  • Insurance Companies2.32%
  • State / Municipal Government0.75%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Highvista Private Capital Management LLC is an SEC-registered investment adviser (registered in 2006) that operates as a multifaceted manager focused on pooled investment vehicles and institutional mandates. The firm is organized as an LLC and blends roles typical of private equity and hedge fund managers: it advises and sponsors pooled vehicles, serves as a GP/managing member on funds, and acts in commodity-related capacities (listed as a CPO/CTA). Its client base is institutional, and its fee model includes asset-based fees alongside performance-based and other fee arrangements. Advisory services emphasize portfolio management for pooled vehicles and for businesses or institutions, and the firm also selects and oversees other advisers.

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

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
200 Clarendon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth