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Highview Point Partners, LLC (Stamford)


Highview Point Partners, LLC is a large advisory firm based in Stamford. It manages $229.12 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Connecticut.

Highview Point Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Highview Point Partners: assets under management

The assets under management (AUM) of Highview Point Partners, LLC is $229.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 217% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $229.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $76.37 million each.
Highview Point Partners has custody of $229.12 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Highview Point Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Highview Point Partners, LLC performs its advisory services is located at 1055 Washington Boulevard, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-391-6720 or by fax 203-391-6721. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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