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Highland Associates Inc

● SEC registered since 1987CRD 104948SEC# 801-30248Birmingham, AL
Export (members)
Ranks #368 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$20.14B
Fund GAV
$1.43B
Private funds
4
Employees
20
Accounts
69
Location
Birmingham, AL

Highland Associates Inc assets under management

Highland Associates Inc is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 1987. It reports $20.1 billion in regulatory assets under management and employs 20 people. Highland Associates Inc manages 4 private funds with combined gross assets of $1.4 billion, including Cahaba Partners Equity Plus Fund. By regulatory assets, it ranks 368 of 5,911 private fund managers.

Highland Associates Inc private funds

4 funds · $1.43B GAV
FundTypeGross assetsMin.
Cahaba Partners Equity Plus FundOther Private$631M$1M
Cahaba Partners Core Fixed Income FundOther Private$394.8M$1M
Cahaba Partners Total Return FundOther Private$299.9M$1M
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Highland Associates Inc owners & executives

7 reported
NameTitleOwnershipSince
Amanda Horner PoeCcoUnder 5%2016
Eric Jason Ralph ControlManaging DirectorUnder 5%2018
John Derek Peterson ControlManaging DirectorUnder 5%2021
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Frequently asked questions

How much does Highland Associates Inc manage?

Highland Associates Inc reports $20.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Highland Associates Inc manage?

Highland Associates Inc manages 4 private funds with combined gross assets of $1.4 billion.

How many employees does Highland Associates Inc have?

Highland Associates Inc reports 20 employees.

Where is Highland Associates Inc located?

Highland Associates Inc is based in Birmingham, AL and has been SEC-registered since 1987.

Does Highland Associates Inc disclose fund performance?

Highland Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2545 Highland Avenue South, Suite 200, Birmingham, AL 35205
Phone205-933-8664
Fax205-933-7688
Office hours8 a.m. Until 5 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK716187
Discloses disciplinary historyYes

Assets under management

Discretionary$6.77B
Non-discretionary$13.37B
Total (RAUM)$20.14B

Service providers

Auditor
Prime broker
Administrator