HIGHMOUNT CAPITAL LLC Overview

Highmount Capital Llc is an investment advisor that manages 2.2 BN dollars in regulatory AUM and has 33 employees, of which 22 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/08 to 06/30/15. The fund's latest filing disclosed 391MM in positions, representing 18% of the manager's regulatory AUM.

HIGHMOUNT CAPITAL LLC StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

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HIGHMOUNT CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
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FEATURED IN
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HIGHMOUNT CAPITAL LLC Founders and Key Employees

Name Title In Position Since
Bernard K. Nowak Partner April-2002
Brian J. Walsh Partner February-2003
Maarten R. Vanhengel Partner October-2004
Steven G. Hoch Ceo May-2002
Andrew Lucich Chief Compliance Officer December-2013
Stephanie Power Principal February-2014
Gautam Chhada Principal February-2014
Susan Milona Principal February-2014
David H. Thompson Principal February-2014
Kristen Sicilliano Principal February-2014

HIGHMOUNT CAPITAL LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

HIGHMOUNT CAPITAL LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis and Investment Strategies
Development of Investment Guidelines:
At the beginning of each advisory relationship, Highmount professionals will meet with you to determine your investment objectives, risk tolerance, and other relevant information (the "suitability information"). We will use the suitability information we gather from our meetings to develop a strategy that enables our firm to give you continuous and focused investment advice and to make investments on your behalf.

We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:

• Asset Allocation - Our investment process begins with the establishment of an Asset Allocation Policy that serves as a guideline for building our clients' portfolios. This policy is set by the Investment Policy Committee (IPC). The IPC meets weekly, or as n...
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HIGHMOUNT CAPITAL LLC Portfolio Concentration

HIGHMOUNT CAPITAL LLC Location

12 EAST 49TH STREET
NEW YORK, New York
UNITED STATES, 10017-1028

HIGHMOUNT CAPITAL LLC Contact Information

Phone Number: 646-274-7470
Fax Number: 212-759-1619
Website:

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