TRACE CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2022
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$420M
Accounts
4
Employees
16
Advisory reps
7

Firm details

Headquarters
HOUSTON, Texas
CRD number
322094
Registered since
July 6, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trace Capital Management LP is a limited partnership that operates as a hedge fund manager and CPO/CTA-type adviser to pooled investment vehicles. The firm is SEC-registered (since 2022) and serves primarily institutional clients. Its advisory mandate centers on portfolio management for pooled vehicles, and it acts in sponsor and general partner capacities for those vehicles. Fee terms combine a percentage-of-AUM management fee with performance-based compensation. The firm identifies as an active ESG investor. Although Trace Capital is not listed as a dedicated capital allocator, its model includes deploying or acquiring exposures through third‑party alternative managers as part of its pooled-product strategy.

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

Contacts

3 of 7
  • Stephanie Divin

    ControllerCRD 7647618

  • MYRON BLALOCK

    PartnerCRD 5159185

  • JAMES OBULANEY

    PartnerCRD 5355373

Unlock 4 more contacts

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

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1400 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth