High Trail Capital

RIASEC RegisteredEst. 2020
Total AUM
$297M
Discretionary
$0
0% of AUM
Avg account
$49.5M
Accounts
6
Employees
3
Advisory reps
1

Firm details

Headquarters
Hoboken, New Jersey
CRD number
305245
Registered since
August 7, 2020
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

High Trail Capital is structured as a limited partnership that registered with the SEC in 2020 and operates as an institutional registered investment adviser. The firm’s client base is institutional, and its advisory work centers on portfolio management for pooled investment vehicles rather than direct retail or individual wealth management. Its fee arrangements combine fixed fees with performance-based fees, a setup commonly used for pooled structures where managers are compensated for both base services and outperformance. High Trail Capital is not positioned as a capital allocator and does not describe itself as an active ESG investor. The firm is also not flagged as a multi-state adviser, pension consultant, related adviser, or newly formed adviser beyond its 2020 SEC registration.

Assets & Accounts

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

Contacts

1 of 1
  • Eric Helenek

    FounderCRD 3107603

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hoboken, NJ

Hudson

Location

Hoboken, NJ

Headquartered in Hoboken, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Hudson
Address
221 River St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth