Highcrest Capital, LLC
Firm details
- Headquarters
- Fredericksburg, Texas
- CRD number
- 291007
- Registered since
- May 7, 2019
- Website
- www.highcrestcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Highcrest Capital, LLC is an SEC-registered institutional registered investment adviser that provides portfolio management for pooled investment vehicles. The firm is organized as a limited liability company and has operated since its 2019 SEC registration. Its client base is institutional, and it charges both a percentage-of-assets-under-management fee and performance-based fees. Highcrest serves as sponsor, general partner, or managing member of pooled vehicles and performs related advisory and sponsor roles; it also lists CPO/CTA sponsorship among its industry affiliations. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Owners & executives
1 of 1
Jean-pierre Bourtin
Chief Executive OfficerCRD 6894815
Contacts
1 of 1
Kenneth Gunter
Vice PresidentCRD 1602949
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fredericksburg, TX
Gillespie
Location
Fredericksburg, TX
Headquartered in Fredericksburg, TX, anchoring the Kerrville-Fredericksburg, TX metro in the South.
- Metro area
- Kerrville-Fredericksburg, TX
- Region
- South
- County
- Gillespie
- Address
- 208 S Llano St
- Time zone
- CT (UTC-6)
- Office locations
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