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Luke Henry Chan

HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC·BOSTON, Massachusetts
Unclaimed Profile
200 CLARENDON STREET, BOSTON, MA 02116CRD# 5749668Firm CRD# 139068
01

About

Luke Henry Chan is a registered financial advisor based in BOSTON, Massachusetts, affiliated with HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
AUM
$5.3B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 5749668
Firm CRD# 139068
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Luke Henry Chan offer?
Luke Henry Chan specializes in Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Luke Henry Chan's credentials?
Luke Henry Chan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke Henry Chan located?
Luke Henry Chan is based in BOSTON, Massachusetts, working with HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Luke Henry Chan charge for services?
Luke Henry Chan's firm is compensated through percentage of aum, performance-based fees, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC?
HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC has approximately 70 employees and manages $5.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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