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HIGHMORE GROUP

NEW YORK, NY · CRD 174419 · IAPD ↗ · 212-255-2221

$2.83BRegulatory AUM
6Advisory reps
7Employees
2Clients
n/aPlanning clients
8Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2024 — HIGHMORE GROUP (NEW YORK, NY) left the SEC roster (was $2.83B RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
85
April 2024 — HIGHMORE GROUP crossed $1B in regulatory AUM ($613.8M -> $2.83B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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