Firm profile

HIGH TRAIL CAPITAL

HOBOKEN, NJCRD 305245Latest ADV March 30, 2026

High Trail Capital is an SEC registered investment adviser organized as a limited partnership with a primary office location in Hoboken, NJ. Its latest Form ADV filing, dated March 30, 2026, reports $297M in regulatory assets under management, 3 employees, and 6 accounts.

Assets Under Management
$297M
Employees
3
Offices
--
Total Clients
6
Primary office
HOBOKEN, NJ
221 RIVER STREET, 9TH FLOOR, HOBOKEN, NJ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOEric J. Helenek

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Fixed fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$297Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$297M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$297M
Total Accounts6
10Y AUM Change+$97M (+48.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee2:1
10Y Employee Change+2 (+200.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.