Highland Funds Asset Management, L.P. is a large advisory firm based in Dallas. It manages $3.01 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.
Highland Funds Asset Management 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.
The assets under management (AUM) of Highland Funds Asset Management, L.P. is $3.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 192% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Highland Funds Asset Management, 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.
Bradford Keith Borud has served as the Chief Investment Officer since 1 Feb 2009. Alan Jeffrey Head joined the executive team most recently as the Chief Compliance Officer.
The principal office where Highland Funds Asset Management, L.P. performs its advisory services is located at 13455 Noel Road, Dallas, TX 75240, 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 972-419-4444 or by fax 972-628-4171. The normal business hours are 7:00 am- 6:00 pm on Monday - Friday.