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HIGHGATE GROUP USA INC.

CRD 333217 · SEC 801-132288

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

1 PLACE VILLE MARIE, SUITE 1950, MONTREAL, QUEBEC, H3B 2C3, Canada

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$17.0M

Discretionary AUM

$17.0M

Team

5 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-05-26

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals16$2.9M
Banking/thrift institutions4$14.1M

Official SEC filing: View on IAPD