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
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403
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.
Learn about disclosures →Other Business Activities
Jonathan is involved in several business activities, including Altirr Inc. (a financial industry SaaS tool), Norton Avenue Apartments LLC (a real estate investment), MyWealthness LLC (a lead generation business), Highline Asset Management (a private fund manager), Highline Real Estate Partners LLC (a real estate manager), and Highline Holdings, Inc. (a holding company). He dedicates a significant amount of time to Highline Asset Management (about 10-20 hours per week) and varying amounts of time to the other ventures.