Highlander Capital Management LLC
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Learn more about Highlander Capital Management LLC
Overview
Highlander Capital Management LLC is located at 535 Millburn Avenue, Short Hills, NJ. The firm employs 8 financial advisors to manage client portfolios and provide financial guidance. Highlander Capital Management LLC is not a registered broker-dealer.
Highlander Capital Management LLC oversees $351.8 million in assets under management across 388 accounts, of which 374 are discretionary and 14 are non-discretionary. The services offered include portfolio management for individuals and small businesses. The firm caters to retail investors, high net worth investors, and pension plans, with retail investors being the largest client type by accounts. The fee structure at Highlander Capital Management LLC is asset-based. The firm has 62 high net worth clients.
Highlander Capital Management LLC is registered in the states of Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Highlander Capital Management LLC by the Numbers
$351.8 million
8
388
$906.7 thousand
Fee Structure
Fees for financial advisory services largely vary depending on the financial services provided. Fees billed by Highlander Capital Management LLC typically consist of the following fee structure: asset-based.
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
-
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
The company caters to retail investors, high net worth investors, and pension plans. Out of its 3 clients, Highlander Capital Management LLC's largest client group by number of accounts is high net worth investors, although it also manages money for 62 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 16.27%
- Other Individuals - 83.2%
- Corporations - 0.52%
- 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
Ridgewood, NJ
Short Hills, NJ
Melbourne, FL
Short Hills, NJ
Red Bank, NJ
Short Hills, NJ
Short Hills, NJ
Short Hills, NJ
Short Hills, NJ
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