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TRAILS EDGE CAPITAL PARTNERS, LP

ATLANTA, GA · CRD 335659 · IAPD ↗ · (770) 600-9010

$933.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — TRAILS EDGE CAPITAL PARTNERS, LP crossed $500M in regulatory AUM ($389.0M -> $933.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — TRAILS EDGE CAPITAL PARTNERS, LP grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
December 2025 — TRAILS EDGE CAPITAL PARTNERS, LP now reports custody of client assets ($778.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
December 2025 — TRAILS EDGE CAPITAL PARTNERS, LP now reports 1 private fund(s) ($389.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
July 2025 — TRAILS EDGE CAPITAL PARTNERS, LP (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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