# Highgate Financial Partners

> Highgate Financial Partners is a state-registered investment advisory firm in Westlake Village, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 317963
- Filed as: HIGHGATE FINANCIAL PARTNERS
- Legal name: Highgate Financial Partners LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317963
- AdvisorCensus page: https://advisorcensus.com/firm/highgate-financial-partners-westlake-village-ca-317963

## Quick answers

**How is Highgate Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Highgate Financial Partners reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Highgate Financial Partners located?**
Highgate Financial Partners' principal office is in Westlake Village, CA, according to its Form ADV.

**Is Highgate Financial Partners registered with the SEC or a state?**
Highgate Financial Partners is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317963.

**How much does Highgate Financial Partners manage?**
Highgate Financial Partners reports $15,860,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Highgate Financial Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (8).

**Does Highgate Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317963

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,860,000
- Discretionary: $15,860,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $3,387,820 |
| High net worth individuals | 8 | $12,472,180 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @jeff-pippin-35624512

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highgate Financial Partners (CRD 317963): Form ADV filing data as of October 2026.