Investment adviser · CRD 109550
HIGHMARK CAPITAL MANAGEMENT, INC.
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Jan 11, 2024
- Regulatory AUM
- $8.66B Form ADV · Item 5.F
- Client accounts
- 502 Accounts, not individual clients
- Employees
- 68 Reported in this filing
- Advisory professionals
- 30 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 |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $4,563,455,663 | 52.7% |
| Corporations & businesses | 21 | $2,449,147,907 | 28.3% |
| Charities | 6 | $772,419,814 | 8.9% |
| Retirement plans | 13 | $402,445,561 | 4.6% |
| Government entities | 9 | $396,498,643 | 4.6% |
| Insurance companies | Fewer than 5 | $78,385,870 | 0.9% |
Filing source
Form ADV 1812196 · Jan 11, 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
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: Jan 11, 2024. View historical filings
Reported services
Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
350 CALIFORNIA STREET, 16TH FLOORSAN FRANCISCO, CA, 94104, United States
CRD 109550
Filing source
Form ADV 1812196 · Jan 11, 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.