Mission Trail Capital Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$215M
Discretionary
$215M
100% of AUM
Avg account
$215M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
Austin, Texas
CRD number
318558
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mission Trail Capital Management, LLC is an SEC-registered investment manager organized as an LLC and classified as a hedge fund adviser. The firm serves institutional clients and focuses its advisory activity on portfolio management for pooled investment vehicles. It operates as sponsor, general partner and managing member of the pooled vehicles it runs, charging a combination of asset‑based and performance fees rather than receiving placement or referral income. Mission Trail does not identify as an ESG investor and is not structured as a multi‑state or related adviser; it also describes itself as not being a capital allocator.

Assets & Accounts

Investments & Alternatives

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
  • Maria Martinez

    Chief Compliance Officer And Chief Financial OfficerCRD 6493220

Contacts

2 of 2
  • Joshua Braden

    Joshua Braden

    FounderCRD 6241871

  • John-paul Sullivan

    PartnerCRD 6037551

Wealth teams

FINTRX

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

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
1015 Beecave Woods Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth