HIGHVISTA STRATEGIES LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 155759
- Registered since
- March 26, 2012
- Website
- www.highvistastrategies.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
3 of 3ANDRE PEROLD
CIOCRD 4660204
NICHOLAS BOSTON
Partner & Chief Compliance OfficerCRD 7886328
RAPHAEL SCHORR
Partner, Chief Investment OfficerCRD 6024816
Contacts
3 of 3LUKE CHAN
PartnerCRD 5749668
RONALD LANDEN
PartnerCRD 6387183
CAROLINE PAGE
PartnerCRD 4689911
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$30.6M in ETFs
100%
$30.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO DB COMMODITY INDEX TRACKING FUND (DBC) | Invesco | Passive | Commodities Broad Basket | $30.6M | 1,057,238 | 100.00% |
Location
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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