Investment adviser · CRD 306195
HIGHVIEW CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
BUFFALO GROVE, IL, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $416M Form ADV · Item 5.F
- Client accounts
- 257 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 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 | 81 | $405,611,464 | 97.4% |
| Charities | Fewer than 5 | $8,633,234 | 2.1% |
| Individuals | 16 | $2,068,866 | 0.5% |
Filing source
Form ADV 2068364 · Mar 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: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2150 E. LAKE COOK ROAD, SUITE 820BUFFALO GROVE, IL, 60089, United States
CRD 306195
Filing source
Form ADV 2068364 · Mar 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.