HG
Highgate Group Usa Inc.
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 333217
· SEC file 801-132288
· Montreal, Quebec
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ADV data as of Jul 27, 2026
- Regulatory AUM
- $17.0M
- Discretionary
- $17.0M
- Clients
- 20
- Avg AUM / client
- $849K
- Accounts
- 21
- Employees
- 5
AUM over time
$0
$17.0M
Feb 27, 2025
Jul 27, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $2.9M | 17.1% |
| High net worth individuals | 4 | $14.1M | 82.9% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.03 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- RBC $9.4M (55% of AUM) Jul 2026
- Interactive Brokers $7.7M (45% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗