Ohiggins Asset Management Inc

RIASEC RegisteredEst. 2020

Total AUM

$195M

Discretionary

$83.6M

43% of AUM

Avg account

$4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 107194
Registered since: October 26, 2020
Website: www.ohiggins.com
Custodians: THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Charitable Organizations57.11%
Corporations / Businesses35.13%
HNWI5.38%
Individuals2.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ohiggins Asset Management Inc. is an independent, incorporated registered investment adviser that began SEC registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, and its advisory services include financial planning plus portfolio management for individuals, small businesses, and institutional entities. Fee arrangements are flexible and include percentage-of-assets, fixed fees, and performance-based fees. The firm is not listed as an active ESG investor, is not classified as a multi-state adviser in its registration, and does not act as a capital allocator or a pension consultant.