{ "crd_number": 139068, "slug": "highvista-private-capital-management-llc-boston-ma-139068", "primary_business_name": "HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC", "legal_name": "HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC", "dbas": [ "HIGHVISTA", "HIGHVISTA SBIC CAPITAL MANAGEMENT LLC", "HIGHVISTA STRATEGIES LLC" ], "city": "Boston", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2006-01-30", "years_registered": 20, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 6479668931.0, "raum_discretionary": 6479668931.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 80, "advisory_employees": 30, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 375690968.0, "count": null, "fewer_than_5": true }, "state_municipal": { "raum": 48912365.0, "count": null, "fewer_than_5": true }, "insurance_companies": { "raum": 150516585.0, "count": null, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 0.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 5904549013.0, "count": 63 } }, "compensation_types": [ "other", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT", "MA" ], "websites": [ "https://highvistastrategies.com", "https://linkedin.com/company/highvista-strategies" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139068", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/highvista-private-capital-management-llc-boston-ma-139068", "display_name": "Highvista Private Capital Management LLC", "summary": "Highvista Private Capital Management LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2006, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Highvista Private Capital Management LLC (CRD 139068): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Highvista Private Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Highvista Private Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Highvista Private Capital Management LLC located?", "a": "Highvista Private Capital Management LLC's principal office is in Boston, MA, according to its Form ADV." }, { "q": "Is Highvista Private Capital Management LLC registered with the SEC or a state?", "a": "Highvista Private Capital Management LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139068." }, { "q": "How much does Highvista Private Capital Management LLC manage?", "a": "Highvista Private Capital Management LLC reports $6,479,668,931 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Highvista Private Capital Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Highvista Private Capital Management LLC: Regulatory assets under management: $5,448,792,477 in the October 2021 data and $6,479,668,931 in the October 2026 data, up 19%. Total employees: 352 in October 2021 and 80 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Highvista Private Capital Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (63)." }, { "q": "Which custodians does Highvista Private Capital Management LLC use?", "a": "Highvista Private Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Silicon Valley Bank as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Highvista Private Capital Management LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139068" }, { "q": "What changed in Highvista Private Capital Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Added the business name Highvista Sbic Capital Management LLC. Regulatory assets under management went from $5,754,800,676 to $6,479,668,931 (+13%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 5448792477.0, "total_employees": 352, "filing_date": "2021-07-06" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5675417674.0, "total_employees": 291, "filing_date": "2022-03-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 6252852283.0, "total_employees": 291, "filing_date": "2023-06-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5335032672.0, "total_employees": 70, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5754800676.0, "total_employees": 74, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6479668931.0, "total_employees": 80, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added the business name Highvista Sbic Capital Management LLC.", "Regulatory assets under management went from $5,754,800,676 to $6,479,668,931 (+13%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Silicon Valley Bank", "name_as_filed": "SILICON VALLEY BANK", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/highvista-private-capital-management-llc-boston-ma-139068.md", "clients": [ { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": true, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 63, "fewer_than_5": false, "raum": 5904549013.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 375690968.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": true, "raum": 48912365.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": true, "raum": 150516585.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139068", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }