MISSION TRAIL CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
318558
Registered since
March 26, 2025

Firm profile

FINTRX

Overview

Mission Trail Capital Management, LLC is an SEC-registered investment adviser formed as a limited liability company and registered in 2025. The firm appears to operate primarily as a manager and sponsor of pooled investment vehicles rather than as a retail-facing advisory practice. Its stated industry roles include acting as sponsor, general partner and managing member of pooled vehicles, which places private fund management at the center of its business model. The firm is not classified as a capital allocator and is not identified as an active ESG investor or a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MARIA MARTINEZ

    Chief Compliance Officer And Chief Financial OfficerCRD 6493220

Contacts

2 of 2
  • JOSHUA BRADEN

    FounderCRD 6241871

  • JOHN-PAUL SULLIVAN

    PartnerCRD 6037551

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
1015 Beecave Woods Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth