Highcrest Capital, LLC

RIASEC RegisteredEst. 2019
Total AUM
$824M
Discretionary
$824M
100% of AUM
Avg account
$412M
Accounts
2
Employees
20
Advisory reps
2

Firm details

Headquarters
Fredericksburg, Texas
CRD number
291007
Registered since
May 7, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Highcrest Capital, LLC is an SEC-registered institutional registered investment adviser that provides portfolio management for pooled investment vehicles. The firm is organized as a limited liability company and has operated since its 2019 SEC registration. Its client base is institutional, and it charges both a percentage-of-assets-under-management fee and performance-based fees. Highcrest serves as sponsor, general partner, or managing member of pooled vehicles and performs related advisory and sponsor roles; it also lists CPO/CTA sponsorship among its industry affiliations. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Owners & executives

1 of 1
  • Jean-pierre Bourtin

    Jean-pierre Bourtin

    Chief Executive OfficerCRD 6894815

Contacts

1 of 1
  • Kenneth Gunter

    Kenneth Gunter

    Vice PresidentCRD 1602949

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

Fredericksburg, TX

Gillespie

Location

Fredericksburg, TX

Headquartered in Fredericksburg, TX, anchoring the Kerrville-Fredericksburg, TX metro in the South.

Metro area
Kerrville-Fredericksburg, TX
Region
South
County
Gillespie
Address
208 S Llano St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth