High Trail Capital
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Overview
High Trail Capital is a financial advisory company headquartered in Hoboken, New Jersey. High Trail Capital controls $400.8 million in assets over six client accounts, placing it among the bigger financial advisory firms in the country by assets under management (AUM). It has a small group, including 2 financial advisors. High Trail Capital is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets like options, stocks and bonds.
High Trail Capital oversees zero of its client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions for the client's account without requiring client consent. High Trail Capital also oversees six non-discretionary accounts totaling $400.8 million in AUM. The company's typical account size is $66.8 million. An average advisor at High Trail Capital administers around three client accounts, making it one of the most personalized financial advisor firms in the country.
The company's headquarters is at 80 River Street, Hoboken, New Jersey 7030. The firm is permitted to serve clients in the state of New Jersey.
Assets Under Management
Number of Advisors
Disclosures
Office Location
High Trail Capital by the Numbers
$400.8 million
3
6
$66.8 million
Fee Structure
Fees charged by financial advisors are based on which service is offered. However, fee types billed by High Trail Capital can include some blend of the following fee structures: fixed or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
High Trail Capital caters to pooled investment vehicles. Out of its six customers, High Trail Capital's biggest client type by number of accounts is pooled investment vehicles. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
High Trail Capital does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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