Highland Associates Inc
● SEC registered since 1987CRD 104948SEC# 801-30248Birmingham, AL
Ranks #544 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$20.99B
Fund GAV
$1.61B
Private funds
4
Employees
19
Accounts
61
Location
Birmingham, AL
Highland Associates Inc assets under management
Highland Associates Inc is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 1987. It reports $21 billion in regulatory assets under management and employs 19 people. Highland Associates Inc manages 4 private funds with combined gross assets of $1.6 billion, including Cahaba Partners Equity Plus Fund. By regulatory assets, it ranks 544 of 6,004 private fund managers.
Highland Associates Inc private funds
4 funds · $1.61B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Cahaba Partners Equity Plus Fund | Other Private | $784.2M | $1M |
| Cahaba Partners Core Fixed Income Fund | Other Private | $447M | $1M |
| Cahaba Partners Total Return Fund | Other Private | $218M | $1M |
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Join to unlock · $37/moHighland Associates Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Horner Poe | Cco | Under 5% | 2016 |
| Eric Jason Ralph Control | Managing Director | Under 5% | 2018 |
| John Derek Peterson Control | Managing Director | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Highland Associates Inc manage?
Highland Associates Inc reports $21 billion in regulatory assets under management on its Form ADV.
How many private funds does Highland Associates Inc manage?
Highland Associates Inc manages 4 private funds with combined gross assets of $1.6 billion.
How many employees does Highland Associates Inc have?
Highland Associates Inc reports 19 employees.
Where is Highland Associates Inc located?
Highland Associates Inc is based in Birmingham, AL and has been SEC-registered since 1987.
Does Highland Associates Inc disclose fund performance?
Highland Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2545 Highland Avenue South, Suite 200, Birmingham, AL 35205 |
| Phone | 205-933-8664 |
| Fax | 205-933-7688 |
| Office hours | 8 a.m. Until 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 716187 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$20.99B▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 9%
Larger than 91% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$20.99Bregulatory AUM
Discretionary $7.45BNon-discretionary $13.54B