TRAILS EDGE CAPITAL PARTNERS, LP

RIASEC RegisteredEst. 2025
Total AUM
$933M
Discretionary
$933M
100% of AUM
Avg account
$311M
Accounts
3
Employees
7
Advisory reps
2

Firm details

Headquarters
Atlanta, Georgia
CRD number
335659
Registered since
June 9, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trails Edge Capital Partners, LP is organized as a limited partnership that operates as a hedge fund manager serving institutional clients. The firm is registered with the SEC (registration year listed as 2025) and describes its ownership as a mix of a domestic entity and an individual. Its advisory activity centers on portfolio management for pooled investment vehicles, and it also acts as a sponsor/GP/managing member of such vehicles. Compensation is structured with asset-based fees plus performance fees. Trails Edge does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • MATTHEW DIAZ

    COO & CFOCRD 4866300

Contacts

1 of 1
  • ORTAV YEHUDAI

    Managing DirectorCRD 4432769

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

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3445 Peachtree Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth