Highlander Fund Management, LLC (Greenwich)
Highlander Fund Management, LLC is a large advisory firm based in Greenwich. It manages $176 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.
Highlander Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Highlander Fund Management: assets under management
The assets under management (AUM) of Highlander Fund Management, LLC is $176 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Highlander Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Highlander Fund Management, LLC
Christopher George Altschul has been acting as President since 1 Aug 2004. Solon Mack Capital Llc joined the executive team most recently as the Member.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Greenwich
The principal office where Highlander Fund Management, LLC performs its advisory services is located at 411 West Putnam Avenue, Suite 450, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-863-5460 or by fax 203-863-5461. The normal business hours are 9 - 5 on Monday - Friday.
Registered investment advisers similar to Highlander Fund Management, LLC
- Borealis Strategic Capital Partners
- Lind Capital Partners
- Moseley Investment Management
- Bernardi Asset Management
- Barnes & Nelson Union Partners
- Old Hill Partners
- Hurley Financial Group
- J.L. Berkowitz & Co., L.L.C
- Integrated Concepts
- Ahc Advisors
- Ocean State Asset Management
- Planned Asset Management
- Financial Design & Management
- Schaller Investment Group
- Bishop Wealth Management