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, individually owned limited liability company that provides portfolio management for pooled investment vehicles. The firm caters to institutional clients and operates under a fee schedule that combines a percentage of assets under management with performance-based fees. It is not positioned as an ESG investor, does not describe itself as a capital allocator, and is not registered as a multi-state adviser. The firm also fulfills sponsor and general partner roles—serving as a manager or sponsor of pooled vehicles and engaging in commodity pool/CTA-related activity when applicable. Highcrest was registered with the SEC in 2019 and focuses its advisory business on pooled vehicle management rather than one-on-one retail wealth management.
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 1JEAN-PIERRE BOURTIN
Chief Executive OfficerCRD 6894815
Contacts
1 of 1KENNETH 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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