Investment adviser · CRD 333217
HIGHGATE GROUP USA INC.
Investment adviser filing (IA)
MONTREAL, QUEBEC, Canada · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $17M Form ADV · Item 5.F
- Client accounts
- 21 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 4 | $14,066,810 | 82.9% |
| Individuals | 16 | $2,911,774 | 17.1% |
Filing source
Form ADV 2122078 · Jul 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
1 PLACE VILLE MARIE, SUITE 1950MONTREAL, QUEBEC, H3B 2C3, Canada
CRD 333217
Filing source
Form ADV 2122078 · Jul 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.