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HIGH TRAIL CAPITAL

HOBOKEN, NJ · CRD 305245 · IAPD ↗ · hightrailcapital.com · 917-414-1733

$296.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

56
April 2026 — HIGH TRAIL CAPITAL reported RAUM up 45% ($204.8M -> $296.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — HIGH TRAIL CAPITAL reported RAUM down 59% ($496.8M -> $204.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.