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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

HIGHLANDER CAPITAL MANAGEMENT LLC

CRD 106667

SHORT HILLS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70afc8b3-438c-1c42-9892-71949d0ccc5a

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 12
On other graphs: 0
Observed: Mar 23, 2012 to Mar 22, 2024
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $352MItem 5.F on the latest filing (2024-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $318M
Private client RAUM: $344MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 388
Individual clients: 317
High net worth clients: 62
SEC number: 801-52286
CRD: 106667
Filings on the tape: 27
First filed: Mar 23, 2012
Latest filed: Mar 22, 2024
Organised: Limited Liability Company, New Jersey

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HIGHLANDER BANK HOLDINGS, LLC	Hedge Fund	$305,505	Sep 21, 2021	8	Mar 23, 2012	dropped	021-155563

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARKER, ELLEN, SANDLER	MANAGING DIRECTOR	Na	yes	01/2000	Mar 23, 2012	Mar 22, 2024
MACWRIGHT FAMILY TRUST	Trust	E	yes	09/2023	Oct 16, 2023	Mar 22, 2024
WEECK, ECKART, ALEXANDER	CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR	Na	yes	10/2004	Mar 23, 2012	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CARNEGIE LAKE ADVISORS LLC	n/a	Independent wealth	$403M	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Melbourne	FL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 18, 2024	$352M	$318M	8	8	1	n/a	n/a
2022	Mar 22, 2023	$231M	$228M	7	6	1	n/a	n/a
2021	Mar 24, 2022	$264M	$261M	7	6	1	n/a	n/a
2020	Mar 19, 2021	$234M	$232M	7	6	1	1	$305,505
2019	Mar 26, 2020	$215M	$212M	7	6	1	1	$1.8M
2018	Mar 29, 2019	$194M	$192M	7	6	1	1	$1.9M
2017	Mar 29, 2018	$213M	$207M	8	8	1	1	$4.4M
2016	Mar 16, 2017	$151M	$148M	8	8	n/a	1	$4.4M
2015	Mar 17, 2016	$139M	$135M	8	8	n/a	1	$4.2M
2014	Mar 24, 2015	$165M	$161M	8	8	n/a	1	$4.5M
2013	Mar 21, 2014	$132M	$128M	7	7	n/a	1	$4.3M
2012	Mar 27, 2013	$107M	$103M	7	7	n/a	1	$2.8M
2011	Mar 23, 2012	$94.1M	$91.0M	n/a	n/a	n/a	1	$2.2M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$352M	$231M	52.2%	$234M	14.5%	8	7	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CARNEGIE LAKE ADVISORS LLC	7	Jul 17, 2024	Apr 2, 2024	SHORT HILLS, NJ	Firm absorbed	RIA to RIA	77.8%

Relationships

Affiliated with (1)

→ CARNEGIE LAKE ADVISORS LLCRegistered adviserother investment adviser, control
factForm ADV

Controls (3)

← WEECK, ECKART, ALEXANDEROwnerCHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV
← BARKER, ELLEN, SANDLEROwnerMANAGING DIRECTOR, ownership code NA, individual
Mar 23, 2012 to presentfactForm ADV
← MACWRIGHT FAMILY TRUSTOwnerTRUST, ownership code E, domestic entity
Oct 16, 2023 to presentfactForm ADV

Registered with (9)

← RICHARD KEITH MARTINOAdvisorregistration: previous registration
Jun 2, 2004 to Jul 17, 2024factForm ADV
← ECKART ALEXANDER WEECKAdvisorregistration: previous registration
May 27, 2004 to Jul 17, 2024factForm ADV
← PATRICK PAUL APPELLOAdvisorregistration: previous registration
Jan 3, 2024 to Jul 17, 2024factForm ADV
← STEPHEN JOSEPH CALLAHANAdvisorregistration: previous registration
Jan 18, 2024 to Jul 17, 2024factForm ADV
← PHILIP JOHN KIERNANAdvisorregistration: previous registration
Sep 16, 2014 to Jul 17, 2024factForm ADV
← RYAN BRET MACWRIGHTAdvisorregistration: previous registration
Nov 20, 2007 to Jul 17, 2024factForm ADV
← CHERYL LUND HARRISAdvisorregistration: previous registration
May 27, 2004 to Jul 17, 2024factForm ADV
← ELLEN DEBORAH SANDLERAdvisorregistration: previous registration
Jun 2, 2004 to Jul 17, 2024factForm ADV
← BRUCE CHARLES ALTSCHULERAdvisorregistration: previous registration
Jul 25, 2023 to Jul 17, 2024factForm ADV

Moved with (1)

→ CARNEGIE LAKE ADVISORS LLCRegistered adviser7 advisors, firm absorbed, same day
Jul 17, 2024 to Apr 2, 2024factForm ADV

Advises (1)

→ HIGHLANDER BANK HOLDINGS, LLCPrivate fundHedge Fund, IA, no longer reported
Mar 23, 2012 to Sep 21, 2021factForm ADV

Dated events

Occurred
Jul 17, 2024
Firm absorbed
Highlander Capital Management LLC's advisors moved to Carnegie Lake Advisors LLC (Short Hills, NJ): 7 of 9 registered, on the same day
Form ADVobserved 6 days ago
7 advisors
Occurred
Jul 17, 2024
Advisor changed firm
Ellen Deborah Sandler left Highlander Capital Management Llc for Carnegie Lake Advisors Llc (registered 2024-03-25)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Cheryl Lund Harris left Highlander Capital Management Llc for Carnegie Lake Advisors Llc (registered 2024-03-25)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Bruce Charles Altschuler left Highlander Capital Management Llc for Carnegie Lake Advisors Llc (registered 2024-03-25)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Philip John Kiernan left Highlander Capital Management Llc for Carnegie Lake Advisors Llc (registered 2024-04-02)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Richard Keith Martino left Highlander Capital Management Llc for Carnegie Lake Advisors Llc (registered 2024-03-25)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Eckart Alexander Weeck left Highlander Capital Management Llc for Carnegie Lake Advisors Llc (registered 2024-03-25)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Patrick Paul Appello left Highlander Capital Management Llc for Buckman Advisory Group Llc (registered 2024-04-11)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Ryan Bret Macwright left Highlander Capital Management Llc for Carnegie Lake Advisors Llc (registered 2024-03-25)
Form ADVobserved 6 days ago
Occurred
Jul 17, 2024
Advisor changed firm
Stephen Joseph Callahan left Highlander Capital Management Llc for Knights Of Columbus Asset Advisors Llc (registered 2024-01-18)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2024
Regulatory AUM changed
Highlander Capital Management Llc reported RAUM $351.8M, up 52% from $231.2M (2023-12-05 to 2024-03-18)
Form ADVobserved 6 days ago
$121M
Occurred
Oct 16, 2023
Control person left
Alan Douglas Macwright (Senior Managing Director) no longer on Schedule A of Highlander Capital Management Llc (listed 2023-03-22, absent 2023-10-16)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70afc8b3-438c-1c42-9892-71949d0ccc5a
First observed: Mar 23, 2012
Last observed: Mar 22, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HIGHLANDER CAPITAL MANAGEMENT LLC

CRD 106667

SHORT HILLS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70afc8b3-438c-1c42-9892-71949d0ccc5a

Data as of Mar 22, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HIGHLANDER BANK HOLDINGS, LLC

Hedge Fund

$305,505

Sep 21, 2021

Mar 23, 2012

dropped

021-155563

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARKER, ELLEN, SANDLER

MANAGING DIRECTOR

yes

01/2000

Mar 23, 2012

Mar 22, 2024

MACWRIGHT FAMILY TRUST

Trust

yes

09/2023

Oct 16, 2023

Mar 22, 2024

WEECK, ECKART, ALEXANDER

CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR

yes

10/2004

Mar 23, 2012

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CARNEGIE LAKE ADVISORS LLC

n/a

Independent wealth

$403M

n/a

City

State

Country

Employees

Also broker-dealer

Melbourne

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 18, 2024

$352M

$318M

n/a

2022

Mar 22, 2023

$231M

$228M

n/a

2021

Mar 24, 2022

$264M

$261M

n/a

2020

Mar 19, 2021

$234M

$232M

$305,505

2019

Mar 26, 2020

$215M

$212M

$1.8M

2018

Mar 29, 2019

$194M

$192M

$1.9M

2017

Mar 29, 2018

$213M

$207M

$4.4M

2016

Mar 16, 2017

$151M

$148M

n/a

$4.4M

2015

Mar 17, 2016

$139M

$135M

n/a

$4.2M

2014

Mar 24, 2015

$165M

$161M

n/a

$4.5M

2013

Mar 21, 2014

$132M

$128M

n/a

$4.3M

2012

Mar 27, 2013

$107M

$103M

n/a

$2.8M

2011

Mar 23, 2012

$94.1M

$91.0M

n/a

$2.2M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$352M

$231M

52.2%

$234M

14.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CARNEGIE LAKE ADVISORS LLC

Jul 17, 2024

Apr 2, 2024

SHORT HILLS, NJ

Firm absorbed

RIA to RIA

77.8%