SourcingSourcing

HIGHVISTA STRATEGIES LLC

C22
CRD 155759·SEC 801-73524·BOSTON, MA
AUM
$9.10B
$1B+
Est. Revenue
$91.0M
@ 1% on AUM
Est. EBITDA
$27.3M
@ 30% margin
Est. Deal Value
$218.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HIGHVISTA STRATEGIES LLC
CRD
155759
SEC file #
801-73524
EIN
000000000
DBA names
—

Economics

AUM
$9.10B
AUM band
$1B+
AUM trajectory
'20'26
$3.32B → $9.10B▲ +174%
Client mix
Pooled Investment Vehicles41

Operations

Employees (total)
80
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
'20'26
12 advisors → 30 advisors▲ +150%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
highvistastrategies.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HIGHVISTA MANAGEMENT PARTNERS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
HIGHVISTA MANAGEMENT PARTNERS LP
BOSTON, NICHOLAS, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HIGHVISTASTRATEGIES.COM
Rdap Domain Creation Date
2004-11-03T18:30:38Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001474507
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2009-10-15
Edgar Last Filing Date
2025-05-27
Edgar Form D Count
17
Edgar Form D Offerings
2025-05-272025-05-27 · 0000905148-25-001918
2024-05-242024-05-24 · 0001655976-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley95
Goldman Sachs58
Jpmorgan45
Northern Trust38
U.s. Bank16
Edgar Addresses
Mailing
C/O HIGHVISTA STRATEGIES LLC200 CLARENDON ST., 50TH FLOORBOSTON, MA 02116
Business
C/O HIGHVISTA STRATEGIES LLC200 CLARENDON ST., 50TH FLOORBOSTON, MA 02116
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-05-27 · 0000905148-25-001918
D/A2024-05-24 · 0001655976-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-03T18:30:38Z
Rdap Domain Last Changed
2024-01-08T21:27:40Z
Rdap Nameservers
Ns-1491.awsdns-58.orgNs-1883.awsdns-43.co.ukNs-228.awsdns-28.comNs-749.awsdns-29.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (6)

6
BOSTON, NICHOLAS, PATRICK
Executive Officer · 2.5%
7886328
CHAN, LUKE, HENRY
Executive Officer · 2.5%
5749668
LANDEN, RONALD, ANTHONY
Executive Officer · 2.5%
6387183
PAGE, CAROLINE, CHURCHILL
Executive Officer · 2.5%
4689911
PEROLD, ANDRE, FRANCOIS
Executive Officer · 2.5%
4660204
SCHORR, RAPHAEL, AVRAM
Executive Officer · 2.5%
6024816