HIGHVISTA STRATEGIES LLC

RIASEC RegisteredEst. 2012
Total AUM
$9.1B
Discretionary
$9.1B
100% of AUM
Avg account
$217M
Accounts
42
Employees
80
Advisory reps
6

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
155759
Registered since
March 26, 2012
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles83.33%
  • State / Municipal Government16.67%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Highvista Strategies LLC is an independent, SEC-registered investment manager organized as an LLC and active since 2012. The firm operates as a multifaceted fund manager and capital allocator for institutional clients, running and advising pooled vehicles across strategies that include hedge funds, private equity and real estate. Highvista also acts in sponsor/GP and commodity pool operator/CTA roles, and provides portfolio management for pooled investment vehicles and for businesses or institutions, as well as selecting sub‑advisers where appropriate. Fee arrangements include asset‑based and performance‑linked compensation, alongside other fee structures. The firm does not position itself as an active ESG investor and its business model emphasizes institutional relationships and manager selection across liquid and private markets.

Assets & Accounts

Public Holdings

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

3 of 3
  • ANDRE PEROLD

    CIOCRD 4660204

  • NICHOLAS BOSTON

    Partner & Chief Compliance OfficerCRD 7886328

  • RAPHAEL SCHORR

    Partner, Chief Investment OfficerCRD 6024816

Contacts

3 of 3
  • LUKE CHAN

    PartnerCRD 5749668

  • RONALD LANDEN

    PartnerCRD 6387183

  • CAROLINE PAGE

    PartnerCRD 4689911

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$30.6M in ETFs

Passive

100%

$30.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO DB COMMODITY INDEX TRACKING FUND (DBC)InvescoPassiveCommodities Broad Basket$30.6M1,057,238100.00%

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