Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Highline manages private funds that are subject to various fees and expenses, including management fees (up to 1% of AUM) and potentially performance-based incentive fees. Flat rate fees typically range between $2,500 to $20,000. These fees are assessed in arrears, on a quarterly or monthly basis, to the relevant Private Fund and not billed directly to each investor. The firm may only assess fees for the first five years of a fund's lifecycle, after which the investment management fees may adjust to zero percent (0%).
Areas of Practice
Advisor Information
Office location
1000 Lakes Drive, Suite 340, West Covina, CA, 91790
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ben contributes to the Odd Lots newsletter, teaches finance and macroeconomics at the University of Southern California, provides market commentary in media appearances, and tutors students. These activities take up a few hours per week each.