Highland Peak Capital, LLC
RIASEC Registered
Total AUM
$333M
Discretionary
$333M
100% of AUM
Avg account
$41.6M
Accounts
8
Employees
4
Advisory reps
2
Firm details
- Headquarters
- Old Greenwich, Connecticut
- CRD number
- 306304
- Registered since
- August 3, 2022
- Website
- www.highlandpeakcapital.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles71.32%
- State / Municipal Government28.68%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Highland Peak Capital, LLC is an individually owned hedge fund adviser serving institutional clients. It manages pooled investment vehicles and conducts CPO or CTA activities. Its fees include a percentage of assets under management and performance-based charges. The firm registered with the SEC in 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Cash & Cash Equivalents37%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Old Greenwich, CT
Fairfield
Location
Old Greenwich, CT
Headquartered in Old Greenwich, CT, 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
- Fairfield
- Address
- 53 Forest Ave
- Time zone
- ET (UTC-5)
- Office locations
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