Private Market View

HIGHPOINT PLANNING PARTNERS

Other · DOWNERS GROVE, IL

AUM
$27.1M
Portfolio companies
Recorded deals
Last investment

Key facts

  • HIGHPOINT PLANNING PARTNERS is a other based in DOWNERS GROVE, IL.
  • HIGHPOINT PLANNING PARTNERS reports $27.1M in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 316636
Regulatory AUM
$27.1M
Private fund assets
Private funds
Staff
106
Registered office
DOWNERS GROVE, IL
SEC status
Approved

Discloses a disciplinary history on Form ADV. Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as HIGHPOINT ADVISOR GROUP, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for HIGHPOINT PLANNING PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is HIGHPOINT PLANNING PARTNERS's AUM?
HIGHPOINT PLANNING PARTNERS manages approximately $27.1M in assets.