RIA Intel›Advisers›New Jersey›HIGHLANDER CAPITAL MANAGEMENT LLC

HIGHLANDER CAPITAL MANAGEMENT LLC

Advisory

N·SHORT HILLS, NJ

Data as of Mar 22, 2024 · Source: SEC Form ADV

Total AUM

$352M

1-Year AUM Growth

+52.2%

3-Year CAGR

+14.5%

Employees

8

Assets Under Management

Total AUM$352M

Discretionary AUM$318M

Non-Discretionary AUM$33M

Discretionary %90.5%

Total Clients—

Team

Total Employees8

Investment Advisers8

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record39

First FilingFeb 28, 2001

Latest FilingMar 22, 2024

🔒 Full AUM trend chart and 39 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HIGHLANDER CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.