Trailhead Pacific, LLC

Overview

Trailhead Pacific, LLC is a limited liability company operating as an SEC-registered adviser with a hedge fund orientation. The firm serves primarily institutional clients and advises both pooled investment vehicles and individuals/small businesses. Its stated fee model combines a percentage of assets under management with performance-based fees, consistent with a manager that runs at least one pooled vehicle with incentive compensation. Investment activity is concentrated in exchange-traded public equities and separate managed account relationships while the firm also sponsors a private hedge fund. Trailhead Pacific’s public-market exposure is the dominant component of its separately managed account (SMA) footprint, reflecting a clear preference for liquid, exchange-traded instruments. The adviser is not flagged as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices