# Highvista Strategies LLC

> 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.

- CRD: 155759
- Filed as: HIGHVISTA STRATEGIES LLC
- Also doing business as: HIGHVISTA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155759
- AdvisorCensus page: https://advisorcensus.com/firm/highvista-strategies-llc-boston-ma-155759

## Quick answers

**How is Highvista Strategies LLC compensated?**
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.

**Where is Highvista Strategies LLC located?**
Highvista Strategies LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Highvista Strategies LLC registered with the SEC or a state?**
Highvista Strategies LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 155759.

**How much does Highvista Strategies LLC manage?**
Highvista Strategies LLC reports $9,102,091,254 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Highvista Strategies LLC's assets and staff changed since 2021?**
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.

**What types of clients does Highvista Strategies LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (41).

**Which custodians does Highvista Strategies LLC use?**
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.

**Does Highvista Strategies LLC report any disciplinary disclosures?**
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

**What changed in Highvista Strategies LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust International Banking Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,102,091,254
- Discretionary: $9,102,091,254
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 41 | $7,584,360,100 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $1,517,731,154 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 80 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- highvistastrategies.com
- LinkedIn @81840

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,019,300,081 | 37 | June 24, 2021 |
| October 2022 | $5,400,124,230 | 31 | June 30, 2022 |
| October 2023 | $4,891,527,661 | 36 | June 27, 2023 |
| October 2024 | $5,375,707,300 | 70 | March 28, 2024 |
| October 2025 | $5,365,608,939 | 74 | March 28, 2025 |
| October 2026 | $9,102,091,254 | 80 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highvista Strategies LLC (CRD 155759): Form ADV filing data as of October 2026.