HIGH ROAD CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$86.6M
Discretionary
$86.6M
100% of AUM
Avg account
$86.6M
Accounts
1
Employees
5
Advisory reps
1

Firm details

Headquarters
,
CRD number
161515
Registered since
March 26, 2012
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

High Road Capital Partners, LLC is a privately owned LLC that registers with the SEC and operates as a private equity fund adviser. The firm markets itself to institutional investors and conducts portfolio management for pooled investment vehicles, acting in sponsor and general-partner roles for those vehicles. Its compensation structure includes performance-based fees alongside other fee arrangements, and it does not present itself as an active ESG investor. The adviser was first SEC-registered in 2012 and remains organized under individual ownership.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • ROBERT FITZSIMMONS

    Co-Founder and Managing PartnerCRD 6024147

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth