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HIGHVISTA STRATEGIES LLC

BOSTON, MA · CRD 155759 · IAPD ↗ · highvistastrategies.com · 617-406-6500

$9.10BRegulatory AUM
30Advisory reps
80Employees
0Clients
n/aPlanning clients
40Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
April 2026 — HIGHVISTA STRATEGIES LLC reported RAUM up 70% ($5.37B -> $9.10B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — HIGHVISTA STRATEGIES LLC grew from 11 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.