SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Highvista Private Capital Management LLC
Boston, MA
CRD 139068
Firm filing updated March 31, 2026 ·
- $6.5BAssets
- 30Advisory staff
- 71Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Pooled vehicles63
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | Fewer than 5 clients | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 63 | $5.9 billion |
| Charitable organizations | Fewer than 5 clients | $375.7 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $48.9 million |
| Insurance companies | Fewer than 5 clients | $150.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$6.5 billion
- Accounts71
- DiscretionaryAll accounts
People
- Employees80
- Advisory staff30
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- SEC-registered investment advisor. CRD 139068, SEC file 801-65865.
- Registered with the SEC as an investment advisor (status date on record: January 30, 2006).
Is Highvista Private Capital Management LLC a fiduciary?
Short answer: Highvista Private Capital Management LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.