Highcross Strategic Partners, LLC (Newbury)

Name: Highcross Strategic Partners, LLC
Address: St. Catherine's House, Oxford Square, Newbury, Rg14 1 Jq
Telephone: 44 1635521088

Highcross Strategic Partners, LLC is a large advisory firm based in Newbury. It manages $158.84 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012.

Highcross Strategic Partners provides 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.

Highcross Strategic Partners: assets under management

The assets under management (AUM) of Highcross Strategic Partners, LLC is $158.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $158.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.69 million each.

Highcross Strategic Partners has custody of $504.87 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Careers at Highcross Strategic Partners, LLC

Stephen Scott Rodde has been acting as President since 1 Nov 2002. Alexander William King joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Scott Rodde	Director	1 Nov 2002	Other	4342945
Michael Robert Meyers	Director	1 Nov 2002	Other	6031579
Peter Colin Michael	Director	1 Nov 2002	Other	6031193
Michael Francis Megan	Chief compliance officer	1 Feb 2003	Other	6031183
Peter Griffiths Gubb	Director	1 Feb 2003	Other	6031182
Keith Desmond Woods	Director	1 Feb 2003	Other	6031184
Malcolm Vincent Morris	Director	1 Feb 2003	Other	6031186
Knights Valley Ltd	Member of highcross strategic advisers limited	1 Feb 2003	75% - 100%	foreign
Helen Majorie Elizabeth Wright	Director	1 Mar 2003	Other	6031185
Jon Robert Berquist	Director	1 Aug 2003	Other	2942528
Stockford Limited	Member of highcross strategic partners llc	1 Sep 2003	75% - 100%	foreign
Beezer No1 Limited	Member of highcross strategic partners llc	1 Sep 2003	Other	foreign
New Mulberry Limited	Member of highcross strategic partners ii llc	1 Jan 2006	75% - 100%	foreign
Simon Burgess	Director	1 Mar 2007	Other	6031195
Snelsmore Limited	Member of highcross strategic partners iii llc	1 Feb 2008	75% - 100%	foreign
Alexander William King	Director	1 Apr 2008	Other	6031201

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Julian William Mark Chadwick	Trustee	1 Dec 1981	Other	6031219
Malcolm Vincent Morris	Trustee	1 Dec 1981	Other	6031186
The Michael Family Trust	Shareholder	1 Dec 1981	75% - 100%	foreign
Highcross Group Ltd	Shareholder	1 Dec 1995	75% - 100%	foreign
Stockford Limited	Shareholder	1 Dec 1995	75% - 100%	foreign
Peter Griffiths Gubb	Shareholder	1 Sep 2003	50% - 75%	6031182
Stockford Limited	Shareholder	1 Mar 2006	75% - 100%	foreign
Stockford Limited	Shareholder	1 Feb 2008	75% - 100%	foreign

Based in Newbury

The principal office where Highcross Strategic Partners, LLC performs its advisory services is located at St. Catherine's House, Oxford Square, Newbury, Rg14 1 Jq, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 1635521088 or by fax 44 1635 35432. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at northwoodinvestors.com.