Highvista Strategies LLC
Boston, MA·SEC-registered · CRD #155759
Highvista Strategies LLC is an SEC-registered investment advisory firm in Boston, MA managing $9.1B across 42 client accounts, with 30 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.1B
Client accounts
42
Advisory staff
30
Fee model
Fee-only
How Highvista Strategies LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Highvista Strategies LLC
How much does Highvista Strategies LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Highvista Strategies LLC reports $9.1B in regulatory assets under management across roughly 42 client accounts.
How does Highvista Strategies LLC charge?
Highvista Strategies LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Highvista Strategies LLC a fiduciary?
Yes. Highvista Strategies LLC is registered with the U.S. Securities and Exchange Commission (CRD #155759), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Highvista Strategies LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Highvista Strategies LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Highvista Strategies LLC's public SEC Form ADV filing (CRD #155759, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Highvista Strategies LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Highvista Strategies LLC? Claim this profile.