Highland Capital Healthcare Advisors, L.P. (Dallas)

Highland Capital Healthcare Advisors, L.P. is an investment adviser to an investment company based in Dallas. It manages $25.98 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.

Highland Capital Healthcare Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Highland Capital Healthcare Advisors: assets under management

The assets under management (AUM) of Highland Capital Healthcare Advisors, L.P. is $25.98 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.99 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Highland Capital Healthcare Advisors, L.P. for their services and products based on a percentage of assets under management. 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.

Careers at Highland Capital Healthcare Advisors, L.P.

James David Dondero has been acting as President since 1 May 2010. Robert Jason Post joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Highland Capital Healthcare Advisors Gp	General partner	1 Feb 2010	Other	27-2030697
Inc. Highland Capital Management Services	Limited partner	1 Feb 2010	75% - 100%	75-2911984
James David Dondero	President	1 May 2010	Other	2477893
Mark Kiyoshi Okada	Vice president	1 May 2010	Other	2477897
Thomas Joseph Surgent	Chief compliance officer	1 Oct 2011	Other	5983586
Frank George Waterhouse	Treasurer	1 Jul 2012	Other	2960256
Robert Jason Post	Chief compliance officer	1 Jun 2016	Other	6561819

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James David Dondero	Director	1 Dec 2000	75% - 100%	2477893
Mark Kiyoshi Okada	Director	1 Dec 2000	25% - 50%	2477897

Based in Dallas

The principal office where Highland Capital Healthcare Advisors, L.P. performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, 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 972-628-4100 or by fax 972-628-4147. The normal business hours are 7am - 6pm on Monday - Friday.