← Tributary

HIGHPASS ASSET MANAGEMENT LLC

DENVER, CO · CRD 159535 · IAPD ↗ · highpassasset.com · 303-357-4602

$218.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
June 2026 — HIGHPASS ASSET MANAGEMENT LLC now reports custody of client assets ($5.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
April 2026 — HIGHPASS ASSET MANAGEMENT LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2026 — HIGHPASS ASSET MANAGEMENT LLC reported RAUM up 39% ($156.7M -> $218.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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