{ "crd_number": 155759, "slug": "highvista-strategies-llc-boston-ma-155759", "primary_business_name": "HIGHVISTA STRATEGIES LLC", "legal_name": "HIGHVISTA STRATEGIES LLC", "dbas": [ "HIGHVISTA" ], "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": "2012-03-26", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 9102091254.0, "raum_discretionary": 9102091254.0, "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": { "state_municipal": { "raum": 1517731154.0, "count": null, "fewer_than_5": true }, "pooled_investment_vehicles": { "raum": 7584360100.0, "count": 41 } }, "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": [ "MA" ], "websites": [ "https://highvistastrategies.com", "https://linkedin.com/COMPANY/81840" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155759", "city_as_filed": "BOSTON", "url": "https://advisorcensus.com/firm/highvista-strategies-llc-boston-ma-155759", "display_name": "Highvista Strategies LLC", "summary": "Highvista Strategies LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Highvista Strategies LLC (CRD 155759): 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 Strategies LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Highvista Strategies 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 Strategies LLC located?", "a": "Highvista Strategies LLC's principal office is in Boston, MA, according to its Form ADV." }, { "q": "Is Highvista Strategies LLC registered with the SEC or a state?", "a": "Highvista Strategies LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 155759." }, { "q": "How much does Highvista Strategies LLC manage?", "a": "Highvista Strategies LLC reports $9,102,091,254 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Highvista Strategies LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Highvista Strategies LLC: Regulatory assets under management: $5,019,300,081 in the October 2021 data and $9,102,091,254 in the October 2026 data, up 81%. Total employees: 37 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 Strategies LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (41)." }, { "q": "Which custodians does Highvista Strategies LLC use?", "a": "Highvista Strategies LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust International Banking Corporation as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Highvista Strategies 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/155759" }, { "q": "What changed in Highvista Strategies LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $5,365,608,939 to $9,102,091,254 (+70%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 5019300081.0, "total_employees": 37, "filing_date": "2021-06-24" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5400124230.0, "total_employees": 31, "filing_date": "2022-06-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4891527661.0, "total_employees": 36, "filing_date": "2023-06-27" }, { "period": "2024-10-01", "regulatory_assets_under_management": 5375707300.0, "total_employees": 70, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 5365608939.0, "total_employees": 74, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 9102091254.0, "total_employees": 80, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $5,365,608,939 to $9,102,091,254 (+70%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Northern Trust International Banking Corporation", "name_as_filed": "NORTHERN TRUST INTERNATIONAL BANKING CORPORATION", "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-strategies-llc-boston-ma-155759.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 41, "fewer_than_5": false, "raum": 7584360100.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": true, "raum": 1517731154.0 } ], "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/155759", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }