Highbar Capital Management LLC (Wayzata)
Highbar Capital Management LLC is an adviser based in Wayzata. It manages $11.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Minnesota and New York.
Highbar Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Highbar Capital Management: assets under management
The assets under management (AUM) of Highbar Capital Management LLC is $11.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Highbar Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Wayzata
The principal office where Highbar Capital Management LLC performs its advisory services is located at 2245 French Lake Rd, Wayzata, MN 55391 9398, 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 612-486-9811 or by fax 612-486-9813. The normal business hours are 7am-5pm on Monday - Friday.
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