OCIO Intelligence
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Highland Associates Inc

Alpha Nasdaq OCIO Indices - Contributor

BIRMINGHAM, AL

Form ADV and provider website profile · CRD 104948 · regulatory data as of Jul 29, 2026

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This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Highland Associates Inc. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$21.0BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
61Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$7.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$13.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Private-fund records are structured Form ADV regulatory data. A reported fund is not necessarily part of the provider’s OCIO offering or used in client portfolios.

Regulatory Private Funds

Form ADV source
4Reported private funds
4Other

Showing 4 of 4 reported funds.

FundTypeIdentifierFund of fundsInvestment Company ActClients invested
CAHABA PARTNERS CORE FIXED INCOME FUNDFIXED INCOMEOther805-6494383197Not reportedNot reported19
CAHABA PARTNERS EQUITY PLUS FUNDEQUITY PLUSOther805-2808614878YesYes23
CAHABA PARTNERS PUBLIC INFLATION HEDGES FUNDPUBLIC INFLATION HEDGEOther805-7283962686YesYes31
CAHABA PARTNERS TOTAL RETURN FUNDTOTAL RETURNOther805-5543923944YesYes2

A reported private fund is not necessarily used in OCIO client portfolios. The disclosure reflects the registered adviser’s Form ADV private-fund reporting.