HIGH TRAIL CAPITAL

RIASEC RegisteredEst. 2020
Total AUM
$297M
Discretionary
$0
0% of AUM
Avg account
$49.5M
Accounts
6
Employees
3
Advisory reps
1

Firm details

Headquarters
HOBOKEN, New Jersey
CRD number
305245
Registered since
August 7, 2020
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

High Trail Capital is a limited partnership that registered with the SEC in 2020 and provides portfolio management for pooled investment vehicles to institutional clients. The firm operates under a fee model that combines fixed fees with performance-based fees, indicating an active, results-driven approach to managing fund-level strategies. Filings classify the firm as unclassified and identify the owner type as a domestic entity/individual. High Trail Capital does not describe itself as a capital allocator, is not positioned as an active ESG investor, and it is not registered as a multi-state adviser. The firm’s business activity is narrowly focused on pooled vehicle management rather than individual discretionary retail accounts. That structure tends to align the manager with institutional limited partners and with fund-level governance and reporting practices common to private fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • ERIC HELENEK

    FounderCRD 3107603

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOBOKEN, NJ

HUDSON

Location

HOBOKEN, NJ

Headquartered in HOBOKEN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
HUDSON
Address
221 River St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth