Highview Capital Management Llc/de/
Highview Capital Management LLC is a SEC-registered investment adviser headquartered in Buffalo Grove, IL. Founded in 2019 and in business as a registered adviser since 2020, the firm is managed by Michael McNitt, Mark Sansoterra, and Nicklaus Streit. It focuses on individualized investment advisory services for a mix of clients, including high net worth individuals, with a dedicated approach to understanding client goals and risk tolerance. Highview employs approximately 5 people, most of whom focus on investment roles.
Investment Strategy
Highview Capital Management LLC provides a wide array of investment advisory services tailored to the needs and risk tolerance of individual clients. The firm emphasizes a fiduciary and service-oriented approach, focusing on open communication and constructing portfolios aligned with clients’ financial goals, time horizons, and risk preferences. Their investment strategy includes diversified holdings, often in major ETFs and equities, with active position management and rebalancing, serving predominantly high net worth individuals and other select clients.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 5.87% | $15.2M | 24,509 | $468.29 | $620.90 | +$1.3M |
S SPY | SPDR S&P 500 ETF TR | 5.32% | $13.8M | 22,292 | $480.86 | $617.85 | +$2.0M |
I IJH | ISHARES TR | 5.09% | $13.2M | 212,475 | $56.70 | $62.02 | +$1.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.66% | $12.1M | 211,624 | $46.40 | $57.01 | +$1.4M |
A AAPL | APPLE INC | 4.10% | $10.6M | 51,806 | $179.22 | $205.17 | -$631.4K |