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Highview Advisors, L.P. (Paoli)


Highview Advisors, L.P. is an adviser based in Paoli. It manages $85.83 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Massachusetts and Pennsylvania.

Highview Advisors provides portfolio management for individuals and small businesses and investment partnerships. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Highview Advisors: assets under management

The assets under management (AUM) of Highview Advisors, L.P. is $85.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $85.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.15 million each.
Highview Advisors has custody of $68.35 million in cash and securities for 3 clients in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Highview Advisors, L.P. for their services and products based on a percentage of assets under management 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Lourde John Constable Sole member, elected manager 1 Dec 2001 75% - 100% 1088291

Based in Paoli

The principal office where Highview Advisors, L.P. performs its advisory services is located at 41 Leopard Road, Paoli, PA 19301 1549, 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 610-889-3224 or by fax 610-889-3230. The normal business hours are 9:00am to 4:30pm on Monday - Friday.


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