High Perch LLC is a large advisory firm based in Boca Raton. It manages $630.35 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008.
High Perch provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of High Perch LLC is $630.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay High Perch LLC 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.
Wing Fu Chau has been acting as President since 1 Feb 2006. Harding Advisory Llc joined the executive team most recently as the Parent Company.
The principal office where High Perch LLC performs its advisory services is located at 433 Plaza Real #275, Boca Raton, FL 33432, 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 646-334-7810 or by fax 973-425-8883. The normal business hours are 9:00am to 5:00pm on Monday - Friday.