Highlander Capital Management LLC
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Overview
Highlander Capital Management LLC is a financial advisor firm headquartered in Short Hills, New Jersey. The company administers $231.2 million in assets under management across 281 accounts, making it a mid-tier firm in the country by assets under management (AUM). The firm has a small team, including 6 financial advisors. Highlander Capital Management LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, bonds and equities.
Highlander Capital Management LLC manages more than half of the company's accounts on a discretionary basis. Discretionary management means that transaction choices are made by a portfolio manager without needing to seek the customer's approval. The company also has three non-discretionary accounts totaling $2.7 million in assets. Highlander Capital Management LLC's average account size is $822,610. The typical advisor at Highlander Capital Management LLC administers around 47 client accounts, placing it towards the middle in terms of personalization.
The company's central office is at 535 Millburn Avenue, Short Hills, New Jersey 7078. The firm is allowed to serve clients throughout a number of states, including Florida, New Hampshire, New Jersey and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Highlander Capital Management LLC by the Numbers
$231.2 million
7
281
$822.6 thousand
Fee Structure
A financial advisor's fees typically are based on which services are offered. However, fees billed by the firm typically consist of the following fee type: asset-based. Highlander Capital Management LLC does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Highlander Capital Management LLC caters to retail investors, high net worth investors, pension plans and corporations. Out of its 281 clients, Highlander Capital Management LLC's biggest client type is retail investors, although it also manages money for 45 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers reside abroad.
- High-Net-Worth Individuals* - 17.44%
- Other Individuals - 81.78%
- Corporations - 0.78%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Highlander Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Highlander Capital Management LLC
Short Hills, NJ
Melbourne, FL
Short Hills, NJ
Short Hills, NJ
Short Hills, NJ
Short Hills, NJ
Short Hills, NJ
Short Hills, NJ
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