Trail Creek Capital Partners LLC is an adviser based in Greenwich. It has been registered with the SEC as an adviser since 2019.
Trail Creek Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Trail Creek Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Trail Creek Capital Partners is pooled investment vehicles with 3 clients and $0 of assets under management. Among the 0 most similar advisory firms, Trail Creek Capital Partners has the 0th lowest percentage of pooled investment vehicles out of all clients.
67% of the firm’s clients are foreign persons or businesses.
Trail Creek Capital Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Trail Creek Capital Partners LLC performs its advisory services is located at 8 Sound Shore Drive, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-742-0561. The normal business hours are 9-5 on Monday - Friday.