HIGHLAND PEAK CAPITAL, LLC
Firm details
- Headquarters
- OLD GREENWICH, Connecticut
- CRD number
- 306304
- Registered since
- August 3, 2022
- Website
- www.highlandpeakcapital.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles71.32%
- State / Municipal Government28.68%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Highland Peak Capital, LLC is an SEC-registered limited liability company that began formal registration in 2022 and operates as a hedge fund manager targeting institutional investors. The firm is owned by an individual and charges a combination of asset-based and performance fees. Its regulatory and operating footprint centers on pooled investment vehicles: Highland Peak carries out portfolio management for such vehicles and functions in roles consistent with a CPO/CTA and as sponsor, general partner or managing member for funds it controls. Investment policy is centered on active, non-ESG strategies; the firm is not identified as an active ESG investor. Its client mix and product design reflect a pooled, institutional orientation rather than individual retail advisory.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents46%
Owners & executives
1 of 1CRAIG MARSHAL
Chief Financial OfficerCRD 6025570
Contacts
2 of 2GRAHAM MORRIS
Managing MemberCRD 3256221
Seth Kirner
Senior AnalystCRD 7527289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLD GREENWICH, CT
FAIRFIELD
Location
OLD GREENWICH, CT
Headquartered in OLD GREENWICH, CT, 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
- FAIRFIELD
- Address
- 53 Forest Ave
- Time zone
- ET (UTC-5)
- Office locations
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