SourcingSourcing

HIGHPASS ASSET MANAGEMENT LLC

C47
CRD 159535·SEC 801-118255·DENVER, CO
AUM
$218.2M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$655K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HIGHPASS ASSET MANAGEMENT LLC
CRD
159535
SEC file #
801-118255
EIN
—
DBA names
—

Economics

AUM
$218.2M
AUM band
$100M-$500M
AUM trajectory
'21'26
$111.4M → $218.2M▲ +96%
Client mix
Individuals High Net Worth67
Individuals Other28

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
highpassasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRAID, ETHAN, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BRAID, ETHAN, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HIGHPASSASSET.COM
Rdap Domain Creation Date
2011-10-31T18:02:40Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-31T18:02:40Z
Rdap Domain Last Changed
2025-10-01T07:29:24Z
Rdap Nameservers
Ns1.dns-parking.comNs2.dns-parking.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2935433
Trust Company Affiliate
No

People (2)

2
BRAID, ETHAN, SCOTT
IAR · Direct Owner · 87.5%
2935433
STELIANOS ELEFTHERIOS ELENIS
IAR
6890140