The HIGHLAND ASSOCIATES is a publicly held investment adviser that advises $41.25Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. HIGHLAND ASSOCIATES is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 14.24% over the last 5-years.
The Group has been registered with the SEC for 39.99 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 2545 HIGHLAND AVENUE SOUTH SUITE 200, BIRMINGHAM, ALABAMA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 47 employees comprised of 42 investment and 5 non-investment staff. The total number of Employees decreased by 12.96% over the last 5-years.
Their $41.25Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 61 other accounts. Assets of Corporations or Other Businesses clients own $12.16Bn or 29.47% of Total Assets and Pension and Profit Sharing Plans-Private own $6.18Bn or 14.97% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 62.38%, 27.82% and 9.8% of total assets, respectively.
They advise 5 types of clients, top clients are Corporations or Other Businesses and Pension and Profit Sharing Plans-Private.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
HIGHLAND ASSOCIATES names 6 sub-advisers ALLSPRING GLOBAL INVESTMENTS, LLC, METLIFE INVESTMENT MANAGEMENT, LLC, PARAMETRIC PORTFOLIO ASSOCIATES, PASSAIC PARTNERS LLC, STERLING CAPITAL MANAGEMENT LLC, WELLINGTON MANAGMENT COMPANY LLP to 3 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.