Investment adviser · CRD 317694

HIGHTOWER 6M HOLDING, LLC

Investment adviser filing (IA)

WICHITA, KS, United States · Form ADV filed Mar 24, 2022

Regulatory AUM: $1.97B
Client accounts: 3,282
Employees: 24
Advisory professionals: 20

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	407	$1,050,987,837	53.3%
Investment companies	5	$675,147,797	34.3%
Pooled investment vehicles	5	$157,841,282	8.0%
Individuals	266	$53,716,790	2.7%
Charities	6	$30,632,203	1.6%
Corporations & businesses	13	$1,817,155	0.1%

Filing source

Form ADV 1620958 · Mar 24, 2022 · 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 funds

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

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Mar 24, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

8301 E 21ST ST. NORTH, SUITE 150
WICHITA, KS, 67206, United States

CRD 317694

Filing source

Form ADV 1620958 · Mar 24, 2022 · 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.