SourcingSourcing

HIGHPOST CAPITAL, LLC

C31
CRD 307798·SEC 801-119902·WEST PALM BEACH, FL
AUM
$657.2M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HIGHPOST CAPITAL, LLC
CRD
307798
SEC file #
801-119902
EIN
000000000
DBA names
—

Economics

AUM
$657.2M
AUM band
$500M-$1B
AUM trajectory
'22'26
$186.0M → $657.2M▲ +253%
Client mix
Pooled Investment Vehicles21
Individuals High Net Worth5

Operations

Employees (total)
14
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'21'26
6 advisors → 11 advisors▲ +83%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AZIMUT ALTERNATIVE CAPITAL
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
AZIMUT ALTERNATIVE CAPITAL
D. MOROSS FAMILY, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
HIGHPOST.COM
Rdap Domain Creation Date
1996-05-25T04:00:00Z
Rdap Firm Age Years
30
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
0001812339
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2021-03-22
Edgar Last Filing Date
2022-08-03
Edgar Form D Count
2
Edgar Form D Offerings
2022-08-032022-08-03 · 0001812334-22-000001
2021-03-222021-03-22 · 0001812334-21-000003

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
Jpmorgan36
E*trade4
Edgar Addresses
Mailing
75 ROCKEFELLER PLAZASUITE 1600BNEW YORK, NY 10019
Business
75 ROCKEFELLER PLAZASUITE 1600BNEW YORK, NY 10019
Edgar EIN
000000000
Edgar Recent Filings
D/A2022-08-03 · 0001812334-22-000001
D2021-03-22 · 0001812334-21-000003
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-24T04:00:00Z
Rdap Domain Last Changed
2024-05-24T17:01:28Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
BEZOS, MARK, SALVADOR
Executive Officer · 2.5%
7236159
MOROSS, DAVID, SIMON
Executive Officer · 2.5%
6025417
BIALIK, GARY, DAVID
Executive Officer · 2.5%
3103919
GUBBAY, DAVID
Executive Officer · 2.5%
1744569