Investment adviser · CRD 106667

HIGHLANDER CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

SHORT HILLS, NJ, United States · Form ADV filed Mar 22, 2024

Regulatory AUM
$352M
Form ADV · Item 5.F
Client accounts
388
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals62$261,281,89374.3%
Individuals317$82,533,50223.5%
Retirement plans2$7,986,9682.3%
Filing source

Form ADV 1852842 · Mar 22, 2024 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HIGHLANDER BANK HOLDINGS, LLCHedge Fund · Last reported Sep 21, 2021$306KGross asset value

Form D fundraising filings

Highlander Bank Holdings, LLC

Auditor MEISEL TUTEUR & LEWIS, P.C. ROSELAND, New Jersey, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

MEISEL TUTEUR & LEWIS, P.C.
PCAOB 3861

Fund details & source
Fund ID
805-6456001793
Reported beneficial owners
8
Minimum commitment
$100K
Form D file number
021-155563

Form ADV 1566859 · Sep 21, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 22, 2024. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

535 MILLBURN AVENUE
SHORT HILLS, NJ, 07078, United States

CRD 106667

Filing source

Form ADV 1852842 · Mar 22, 2024 · 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.