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) that serves institutional clients. The firm operates as a CPO/CTA and as sponsor/GP/managing member of pooled investment vehicles, providing portfolio management for those vehicles. Its fee model combines a percentage of assets under management with performance-based fees. The firm does not identify as an active ESG investor and is organized as a limited liability company with individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents46%
Owners & executives
1 of 1
Craig Marshal
Chief Financial OfficerCRD 6025570
Contacts
2 of 2Graham Morris
Managing MemberCRD 3256221
Seth Kirner
Senior AnalystCRD 7527289
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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