Highside Capital Management, L.P. (Dallas)


Highside Capital Management, L.P. is a large advisory firm based in Dallas. It manages $1.72 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.

Highside Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Highside Capital Management: assets under management

The assets under management (AUM) of Highside Capital Management, L.P. is $1.72 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.72 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $343.16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Highside Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Catherine Paddock Crain Trustee 1 Dec 2002 Other 1987390
Henry Lee Stanton Hobson General partner and limited partner 1 Jul 2003 25% - 50% 4701579
Ann Vaughan Hobson General partner and limited partner 1 Jul 2003 25% - 50% 4701864
Tredegar Dynasty Trust Limited partner 1 Jul 2003 25% - 50% 00-0000000
Henry Lee Stanton Hobson Manager and president 1 Aug 2003 75% - 100% 4701579
Ann V. Hobson Partner 1 Aug 2003 50% - 75% 4701864
Ann Vaughan Hobson General partner 1 Aug 2003 50% - 75% 4701864
David Randolph Thomas Manager 1 Mar 2008 75% - 100% 3082454
Andrew Evans Sinwell Trustee 1 Jun 2008 Other 4701583
Alexander Robert Nettune Trustee 1 Dec 2008 Other 4701580

Based in Dallas

The principal office where Highside Capital Management, L.P. performs its advisory services is located at 100 Crescent Court, Suite 860, Dallas, TX 75201, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-855-2300 or by fax 214-855-2301. The normal business hours are 8:30a.m.-5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.highside.com.