HIGHCREST CAPITAL, LLC

RIASEC RegisteredEst. 2019
Total AUM
$824M
Discretionary
$824M
100% of AUM
Avg account
$412M
Accounts
2
Employees
20
Advisory reps
2

Firm details

Headquarters
FREDERICKSBURG, Texas
CRD number
291007
Registered since
May 7, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth