Trailhead Pacific, LLC
RIAState Registered
Total AUM
$103M
Discretionary
$103M
100% of AUM
Avg account
$17.1M
Accounts
6
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 290747
- Custodians
- CHARLES SCHWAB & CO., INC., FNZ TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles84.08%
- HNWI15.92%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trailhead Pacific, LLC is a California-registered limited liability company that operates as a hedge-fund manager focused on institutional clients. The firm charges both a percentage-of-assets fee and performance-based fees and conducts portfolio management for individuals/small businesses as well as for pooled investment vehicles. Owner control is individual rather than corporate, and the firm does not position itself as an ESG investor or a pension consultant.
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 Equities76%
- Cash & Cash Equivalents24%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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