TRAILHEAD CAPITAL
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 315272
- Registered since
- March 29, 2024
- Website
- www.trailheadcap.com
Firm profile
FINTRXOverview
Trailhead Capital is a limited liability company that registered with the SEC in 2024. The firm is individually owned and is organized to sponsor and manage pooled investment vehicles: it serves as an adviser/sponsor, general partner and managing member for its funds rather than operating as a traditional multi-manager allocator. Trailhead is not identified as an active ESG investor, is not designated as a multi-state adviser, and does not list a separate pension consulting practice.
Assets & Accounts
Investments & Alternatives
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 1PETER OBERLE
Managing Partner, CCO and COOCRD 2703209
Contacts
3 of 3WILLIAM WALL
Founding PartnerCRD 6108044
Sarah Hovde
Head of Investor RelationsCRD 8243686
MARK LEWIS
Managing PartnerCRD 4368205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 100 Garfield St
- Time zone
- MT (UTC-7)
- Office locations
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