RIA Intel›Advisers›California›HIGHMARK CAPITAL MANAGEMENT, INC.

HIGHMARK CAPITAL MANAGEMENT, INC.

Advisory

N·SAN FRANCISCO, CA

Data as of Jan 11, 2024 · Source: SEC Form ADV

Total AUM

$8.7B

1-Year AUM Growth

-14.1%

3-Year CAGR

-0.9%

Employees

30

Assets Under Management

Total AUM$8.7B

Discretionary AUM$8.3B

Non-Discretionary AUM$344M

Discretionary %96%

Total Clients—

Team

Total Employees30

Investment Advisers68

Employee Growth (1Y)—

Filing History

Total Filings on Record88

First FilingMar 29, 2001

Latest FilingJan 11, 2024

🔒 Full AUM trend chart and 88 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 HIGHMARK CAPITAL MANAGEMENT, INC.

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