High Trail Capital
Firm details
- Headquarters
- Hoboken, New Jersey
- CRD number
- 305245
- Registered since
- August 7, 2020
- Website
- www.hightrailcapital.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
High Trail Capital is structured as a limited partnership that registered with the SEC in 2020 and operates as an institutional registered investment adviser. The firm’s client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles rather than direct retail or individual wealth management. Its fee arrangements combine fixed fees with performance-based fees, a setup commonly used for pooled structures where managers are compensated for both base services and outperformance. High Trail Capital is not positioned as a capital allocator and does not describe itself as an active ESG investor. The firm is also not flagged as a multi-state adviser, pension consultant, related adviser, or newly formed adviser beyond its 2020 SEC registration.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Eric Helenek
FounderCRD 3107603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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