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Highpass Asset Management LLC

Highpass Asset Management LLC. CRD 159535

Highpass Asset Management LLC logo

CRD: 159535

Highpass Asset Management LLC

Denver, CO, 80237
3033574602
highpassasset.com
$218.2M Total AUM
$218.2M Disc. AUM
9.8% 3Y CAGR
2 Employees
95 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
Zenith oak
Established Date
12-05-2011
Office Locations
1

Office Locations

4600 S. Syracuse St. STE 900 Denver CO

About Highpass Asset Management LLC

High Pass Asset Management is a Denver-based, SEC-registered, fee-only fiduciary advisor providing comprehensive financial planning and active investment management for professionals, business owners, retirees, and families with complex needs across Colorado and beyond. Services include retirement planning, tax-efficient portfolio strategy, and estate planning, with a value-oriented, long-term approach focused on risk management and after-tax returns. The team includes two CFA charterholders and a CPA.

Team overview

43 AVG AGE
$109.1M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
11.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Eagle Crest meridian Crest Vertex glacier

Client Personas

Wave Prime alpha

Custodian

Bridge glacier Beacon zenith Pathway eagle Vital Vital Radial

Fund Managers

Delta radial

Investment Themes

Foundation Vital atlas Bridge Unison vector

Investment Vehicles

Radial unison Glacier pioneer

Services

Radial ridge Radial Quantum fusion Crest Focus horizon Meridian Pathway horizon Foundation Ridge vertex Peak harbor Focus Zenith

Technology

Element harbor

Owner & Executives

ETHAN SCOTT BRAID

ETHAN SCOTT BRAID

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#2935433
Ownership
75% or more
(713) 286-9743
pioneer.radial@capitalcapital.com
in linkedin.com/in/peak-north

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Contacts

STELIANOS ELEFTHERIOS ELENIS

STELIANOS ELEFTHERIOS ELENIS

Financial Advisor

CRD
#6890140
(327) 760-9021
element.quantum@unisoncapital.com
in linkedin.com/in/unison-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-16-2022
03-21-2023
03-20-2024
03-05-2025
05-29-2026
Category Assets AVG. Account size
Discretionary $218,216,975 $924,648
Non-Discretionary $0 --
Total $218,216,975 $924,648

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Separately Managed Accounts

Total SMA Asset: $218,216,975

$218.2M Total SMA
Public Funds:
21.1%
Equity - Exchange:
12.5%
U.S. Government/Agency:
35.3%
Municipal Bonds:
19.3%
Cash:
11.8%
Asset class Assets Assets %
Public Funds $462,659,628 21.1%
Equity - Exchange $274,087,457 12.5%
U.S. Government/Agency $774,022,979 35.3%
Municipal Bonds $423,191,034 19.3%
Cash $258,738,559 11.8%
Total $2,192,699,657 100.0%

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