Highvista Strategies Llc
- Regulatory AUM
- $9.1B
- Discretionary
- $9.1B
- Clients
- 41
- Avg AUM / client
- $222M
- Accounts
- 42
- Employees
- 80
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 41 | $7.6B | 83.3% |
| State or municipal government entities | Fewer than 5 clients | $1.5B | 16.7% |
Private funds (40)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.0B combined gross assets
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Perold, Andre, Francois | Partner | Mar 2017 (9y) | ≈ 18.75% – 50% via Highvista Management Partners Lp | |
| Schorr, Raphael, Avram | Partner | Mar 2017 (9y) | ≈ 18.75% – 50% via Highvista Management Partners Lp | |
| Page, Caroline, Churchill | Partner | Aug 2018 (8y) | Less than 5% | |
| Vishton, Richard, P | Chief Financial Officer | Aug 2019 (7y) | Less than 5% | |
| Landen, Ronald, Anthony | Partner & General Counsel | Mar 2021 (5y) | Less than 5% | |
| Boston, Nicholas, Patrick | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Chan, Luke, Henry | Partner | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Highvista Management Partners Lp | Member | Mar 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Perold, Andre, Francois: 25% – 50% of Highvista Management Partners Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Schorr, Raphael, Avram: 25% – 50% of Highvista Management Partners Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (40, $4.0B gross assets)
Top 25 of 40 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 11.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $1.5B (17% of AUM) Mar 2026
- BNY Mellon $165M (3% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗