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Adviser Profile

Registration status Registration Changed to HIGHMORE GROUP ADVISORS, LLC
As of Date 08/30/2024
Adviser Type - Large advisory firm
Number of Employees 7
of those in investment advisory functions 6
AUM* 2,829,167,383 360.92%
of that, discretionary 1,430,183,383 354.24%
Private Fund GAV* 0 -100.00%
Avg Account Size 123,007,278 441.08%
% High Net Worth 21.74% -48.62%
SMA’s Yes
Private Funds 0 6
Contact Info 212 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
356M 305M 254M 203M 153M 102M 51M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary