Highland Capital Healthcare Advisors, L.P. (Dallas)


Highland Capital Healthcare Advisors, L.P. is an investment adviser to an investment company based in Dallas. It manages $25.98 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.

Highland Capital Healthcare Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Highland Capital Healthcare Advisors: assets under management

The assets under management (AUM) of Highland Capital Healthcare Advisors, L.P. is $25.98 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.99 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Highland Capital Healthcare Advisors, L.P. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Highland Capital Healthcare Advisors, L.P.

James David Dondero has been acting as President since 1 May 2010. Robert Jason Post joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Highland Capital Healthcare Advisors Gp General partner 1 Feb 2010 Other 27-2030697
Inc. Highland Capital Management Services Limited partner 1 Feb 2010 75% - 100% 75-2911984
James David Dondero President 1 May 2010 Other 2477893
Mark Kiyoshi Okada Vice president 1 May 2010 Other 2477897
Thomas Joseph Surgent Chief compliance officer 1 Oct 2011 Other 5983586
Frank George Waterhouse Treasurer 1 Jul 2012 Other 2960256
Robert Jason Post Chief compliance officer 1 Jun 2016 Other 6561819

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
James David Dondero Director 1 Dec 2000 75% - 100% 2477893
Mark Kiyoshi Okada Director 1 Dec 2000 25% - 50% 2477897

Based in Dallas

The principal office where Highland Capital Healthcare Advisors, L.P. performs its advisory services is located at 300 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-628-4100 or by fax 972-628-4147. The normal business hours are 7am - 6pm on Monday - Friday.