Highland Peak Capital, LLC
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 SEC-registered hedge fund adviser (registered in 2022) organized as a limited liability company and owned by an individual. The firm serves institutional clients and operates as a manager of pooled investment vehicles, acting in roles that include CPO/CTA and sponsor/GP/managing member of pooled vehicles. Its compensation includes both asset-based and performance fees, consistent with active hedge fund strategies. Highland Peak does not position itself as an ESG investor.
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
1 of 1
Craig Marshal
Chief Financial OfficerCRD 6025570
Contacts
1 of 1Graham Morris
Managing MemberCRD 3256221
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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