Firm profile

TRAILS EDGE CAPITAL PARTNERS, LP

ATLANTA, GACRD 335659Latest ADV April 14, 2026

Trails Edge Capital Partners, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 14, 2026, reports $933M in regulatory assets under management, 7 employees, and 3 accounts.

Assets Under Management
$933M
Employees
7
Offices
--
Total Clients
<5
Primary office
ATLANTA, GA
3445 PEACHTREE ROAD NE, SUITE 900, ATLANTA, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOMatthew J. Diaz
CFOMatthew J. Diaz
COOMatthew J. Diaz

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 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%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$933Mas of April 14, 2026
Discretionary100.0%
$933M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Latest AUM$933M
Total Accounts3
10Y AUM Change+$933M

Employee Growth by Quarter

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

Total Employees7
Clients per Employee0:1
10Y Employee Change+2 (+40.0%)

* 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.