High Perch LLC (Boca Raton)

High Perch LLC is a large advisory firm based in Boca Raton. It manages $630.35 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2008.

High Perch provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

High Perch: assets under management

The assets under management (AUM) of High Perch LLC is $630.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $630.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.59 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay High Perch LLC 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 High Perch LLC

Wing Fu Chau has been acting as President since 1 Feb 2006. Harding Advisory Llc joined the executive team most recently as the Parent Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Wing Fu Chau	President/chief compliance officer	1 Feb 2006	Other	2452682
Harding Advisory Llc	Parent company	1 Feb 2008	75% - 100%	140041

Based in Boca Raton

The principal office where High Perch LLC performs its advisory services is located at 433 Plaza Real #275, Boca Raton, FL 33432, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.