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Highview Capital Management

Multifamily office listing in Buffalo Grove, Illinois, United States.

  • SEC-registered
Regulatory AUM
$416 million
Employees
5
Clients
26-50
SEC CRD
306195

A multi-family office and boutique investment manager serving a select group of clients through coordinated wealth planning, investment management, and education.1

Overview

Highview Capital Management combines wealth planning, investment management, and client education for individuals, families, executives, and business owners. Its planning work covers executive compensation, business exits, retirement, philanthropy, and multigenerational wealth transitions.23

The firm coordinates with clients’ tax, legal, and other professional advisers to implement and monitor strategies, connecting financial decisions with broader planning needs.4

History

Highview Capital Management, LLC was formed in Delaware in 2019 and has operated as an investment adviser since 2020, according to its Form ADV brochure.13

Leadership

Michael McNitt, CFP®, advises clients on investment management, custom credit, tax planning, and estate planning.9

Mark Sansoterra is Chief Investment Officer. He develops investment strategy through market and economic analysis and has experience building customized portfolios of equities, bonds, exchange-traded funds, active managers, and alternative investments.10

Nicklaus Streit, CFP®, CPWA®, advises business owners, corporate executives, successful individuals, and families on coordinated wealth strategies. Jessica Lebron is Senior Client Consultant, while Brian Vogler, CFA, is an Investment Analyst supporting market research and portfolio ideas.1112

Services

Highview provides wealth planning that addresses compensation, liquidity events, retirement, charitable objectives, and transfers of wealth across generations. The firm also provides investment management and client education.23

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Philanthropy
  • Business owner services
  • Retirement planning

Client Focus

Highview describes its client base as a select group and works with business owners, corporate executives, successful individuals, and families seeking coordinated wealth strategies.111

Approach

The firm combines active and passive investment solutions, customizing portfolios around cost, liquidity, tax efficiency, and clients’ return preferences.5

Its investment process uses analytics to evaluate markets, asset classes, factors, and industries before adapting portfolios to each client’s circumstances. Highview says portfolios may emphasize high-conviction ideas or exclude asset classes and industries when its process indicates they are not warranted.67

Highview’s stated risk-management framework emphasizes quality, liquidity, diversification, and tax considerations.8

By the numbers

Regulatory AUM by year$0K$114M$229M$343M$458M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 306195. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2021$121 million$121 million$0
2022$283 million$228 million$55 million
2023$278 million$232 million$46 million
2025$364 million$364 million$0
2026$416 million$416 million$0
Average AUM per client by year$0K$2M$3M$5M$7M20212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 306195. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2021$6 million
2022$6 million
2023$6 million
2025$5 million
2026$4 million
Clients by type (2026)High net worth individuals81Individuals16
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 306195. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals16
High net worth individuals81
Employees by year0134620212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 306195. As of .
Employees reported on Form ADV
YearEmployees
20213
20224
20235
20255
20265

Ranks #13 of 17 SEC-registered firms in IL on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 306195. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What does Highview Capital Management do?

Highview is a multi-family office and boutique investment manager offering wealth planning, investment management, and client education.12

Who does Highview serve?

The firm works with a select group of clients, including business owners, corporate executives, successful individuals, and families.111

How does Highview approach investing?

Highview blends active and passive strategies and tailors portfolios using analytics, client preferences, tax considerations, liquidity needs, diversification, and risk-management priorities.568

  • LocationMultifamily offices in Illinois

    This Illinois directory helps families and business owners compare multi-family office options by location and service focus. It can provide context for considering how Highview Capital Management's investment management, financial planning, tax planning, philanthropy, and retirement services may fit a client seeking coordinated advice in the region.

  • Network siteCapitalGainsTax.com

    CapitalGainsTax.com offers plain-language guides on capital gains tax and planning considerations. A reader evaluating investment management or tax planning services can use these resources to prepare questions about portfolio sales, business ownership, charitable giving, and retirement decisions before speaking with a firm such as Highview Capital Management.

  • Network siteFamilyOffices.com

    FamilyOffices.com provides information and community resources for single-family offices and wealthy families. Its articles can help a prospective client understand family governance, education, philanthropy, and long-term wealth planning topics that may arise when reviewing a multi-family office serving families and business owners.

  • GuideThe annual MFO review

    The annual MFO review gives readers another way to learn how multi-family offices are discussed and organized within the industry. Reviewing its coverage can help a family or business owner frame questions about investment management, coordinated planning, client education, and the range of services offered by firms in this field.

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    These profiles offer comparison points for readers considering a firm like Highview Capital Management. Barrington Wealth Management, Cresset, and Mindful Wealth LLC can help a family or business owner compare service categories, communication styles, and approaches to investment, tax, philanthropy, retirement, and business owner planning.

Sources

  1. Highview Capital Management
  2. Wealth Planning
  3. Investment Management
  4. Meet the Team
  5. Form ADV Brochure
  6. SEC Form ADV

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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